ShoreHaven Wealth Partners, LLC USIG — ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

Ownership history in ShoreHaven Wealth Partners, LLC  ·  14 quarters on record

AI Ownership Summary

ShoreHaven Wealth Partners, LLC reported ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.86% in 2024 Q1. The latest visible filing shows USIG at 0.11% 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 ShoreHaven Wealth Partners, LLC's position in ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND 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
2026 Q2

USIG was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 ShoreHaven Wealth Partners, LLC fund profile ShoreHaven Wealth Partners, LLC full holdings
How ShoreHaven Wealth 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,783 -86 -1.3% 0.11% $348K 2026-07-14 $50.62
2026 Q1 ADDED — — — 6,869 +1,423 +26.1% 0.13% $352K 2026-05-14 $50.66
2025 Q4 REDUCED — — — 5,446 -23 -0.4% 0.10% $282K 2026-02-10 $51.01
2025 Q3 REDUCED — — — 5,469 -11 -0.2% 0.11% $286K 2025-10-23 $50.73
2025 Q2 ADDED — — — 5,480 +155 +2.9% 0.12% $282K 2025-07-29 $49.05
2025 Q1 REDUCED 7.9% +1.9% ❌ 5,325 -457 -7.9% 0.13% $272K 2025-05-06 $47.73
2024 Q4 REDUCED 47.6% +2.4% ❌ 5,782 -5,245 -47.6% 0.14% $291K 2025-01-30 $47.24
2024 Q3 REDUCED 48.5% -2.8% ✅ 11,027 -10,386 -48.5% 0.28% $580K 2024-10-24 $47.31
2024 Q2 REDUCED 30.3% +5.9% ❌ 21,413 -9,301 -30.3% 0.56% $1.1M 2024-07-24 $46.01
2024 Q1 REDUCED — — — 30,714 -1,543 -4.8% 0.86% $1.6M 2024-05-02 $44.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USIG

As of 2026 Q2 — sorted by position size

Fjell Capital, LLC 3.79% IVC Wealth Advisors LLC 3Y 3.25% Trilogy Capital Inc. 3Y 7Y 1.42% Kraft, Davis & Associates, LLC 3Y 1.06% FLAGSTAR SECURITIES, INC 3Y 0.36% Oxinas Partners, LLC 3Y 0.3% Innova Wealth Partners 3Y 0.29% Arista Wealth Management, LLC 3Y 0.2% JGP Wealth Management, LLC 3Y 7Y 0.12% Kelly Financial Services LLC 0.1%

FAQ About ShoreHaven Wealth 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 ShoreHaven Wealth Partners, LLC reported owning USIG?

ShoreHaven Wealth Partners, LLC reported USIG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for USIG was 0.86% in 2024 Q1.

What is the latest reported USIG position on this page?

The most recent filing on this page is 2026 Q2, when ShoreHaven Wealth Partners, LLC reported 6,783 shares, equal to 0.11% of portfolio, with an estimated market value of $348K.

What does the chart on this USIG ownership page compare?

The chart compares ShoreHaven Wealth 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.

How well did ShoreHaven Wealth Partners, LLC time their USIG position?

Based on 13F filing dates vs. subsequent USIG price moves, ShoreHaven Wealth Partners, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on USIG relative to SPY over the holding period was -14.2%.

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