USIG — iShares BRD Usd Inv GRD Corp BD ETF

Ownership history in Americana Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Americana Partners, LLC reported iShares BRD Usd Inv GRD Corp BD ETF (USIG) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.66% in 2024 Q2. The latest visible filing shows USIG at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Americana Partners, LLC's position in iShares BRD Usd Inv GRD Corp BD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USIG was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USIG stock page Americana Partners, LLC fund profile Americana Partners, LLC full holdings
How Americana Partners, LLC held USIG — position size vs. price
% of Fund (quarterly)    USIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 811,715 -26,899 -3.2% 1.15% $42.0M 2026-02-14 (Est.) $51.89
2025 Q3 ADDED 838,614 +82,962 +11.0% 1.32% $43.8M 2025-10-29 $51.26
2025 Q2 ADDED 755,652 +17,331 +2.3% 1.34% $38.9M 2025-08-07 $49.93
2025 Q1 ADDED 738,321 +87,161 +13.4% 1.46% $37.7M 2025-05-12 $48.17
2024 Q4 ADDED 651,160 +1,053 +0.2% 1.34% $32.7M 2025-01-31 $47.73
2024 Q3 REDUCED 650,107 -24,481 -3.6% 2.32% $34.2M 2024-10-28 $47.77
2024 Q2 ADDED 674,588 +109,861 +19.5% 2.66% $33.9M 2024-07-30 $47.02
2024 Q1 ADDED 564,727 +22,799 +4.2% 2.39% $28.7M 2024-05-07 $45.79
2023 Q4 ADDED 541,928 +52,761 +10.8% 2.65% $27.8M 2024-01-25 $45.89
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USIG

As of 2026 Q1 — sorted by position size

Fjell Capital, LLC 4.07% IVC Wealth Advisors LLC 3Y 3.47% Erickson Financial Group, LLC 3Y 3.33% Center For Asset Management LLC 3Y 2.6% ST GERMAIN D J CO INC 3Y 7Y 0.82% Archford Capital Strategies, LLC 3Y 7Y 0.76% Grant Private Wealth Management Inc 0.56% WAYSTONE ADVISORS LLC 0.41% Pines Wealth Management, LLC 0.3% Oxinas Partners, LLC 3Y 0.24%

FAQ About Americana Partners, LLC and USIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Americana Partners, LLC reported owning USIG?

Americana Partners, LLC reported USIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported USIG position in Americana Partners, LLC's portfolio?

The largest reported portfolio weight for USIG was 2.66% in 2024 Q2.

What is the latest reported USIG position on this page?

The most recent filing on this page is 2025 Q4, when Americana Partners, LLC reported 811,715 shares, equal to 1.15% of portfolio, with an estimated market value of $42.0M.

What does the chart on this USIG ownership page compare?

The chart compares Americana Partners, LLC's quarterly USIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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