iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886208

SecurityUSIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
InstitutionWealthstar Advisors, Llc
Latest Disclosed Ownership14,481 shares
Latest Disclosed Value $ 741,886
Wealthstar Advisors, Llc reports 0.10% decrease in ownership of USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF

On April 27, 2026 - Wealthstar Advisors, Llc filed a 13F-HR form disclosing ownership of 14,481 shares of iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (US:USIG) valued at $741,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,495 shares of iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF. This represents a change in shares of -0.10% during the quarter. The current value of the position is $740,558 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 14,481 -14 -0.10 742 -1.20 0.3478
2026-01-30 2025-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 14,495 -517 -3.44 750 -4.21 0.3303
2025-11-12 2025-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 15,012 -72 -0.48 784 1.03 0.3092
2025-07-24 2025-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 15,084 -169 -1.11 776 -0.51 0.2921
2025-04-25 2025-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 15,253 -477 -3.03 779 -1.39 0.3567
2025-01-28 2024-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 15,730 15,730 791 0.3436
2024-07-18 2024-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 0 -16,552 -100.00 0 -100.00
2024-04-19 2024-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 16,552 -38 -0.23 840 -1.18 0.2926
2024-01-16 2023-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 16,590 -131 -0.78 850 5.85 0.1358
2023-11-07 2023-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 16,721 -916 -5.19 804 -9.06 0.3090
2023-07-17 2023-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 17,637 -670 -3.66 883 -4.75 0.3713
2023-05-04 2023-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 18,307 -313 -1.68 927 1.42 0.3519
2023-02-15 2022-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 18,620 -121 -0.65 914 1.56 0.4161
2022-11-14 2022-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 18,741 17 0.09 900 -5.96 0.4284
2022-08-08 2022-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 18,724 -407 -2.13 957 -9.55 0.3688
2022-05-13 2022-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 19,131 -1,124 -5.55 1,058 -12.49 0.3920
2022-02-09 2021-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 20,255 -242 -1.18 1,209 -1.87 0.4148
2021-11-12 2021-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 20,497 -1,448 -6.60 1,232 -7.51 0.3724
2021-08-13 2021-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 21,945 745 3.51 1,332 11.93 0.4178
2020-05-12 2020-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 21,200 -221 -1.03 1,190 -4.03 0.8377
2020-01-23 2019-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 21,421 -328 -1.51 1,240 -1.67 0.7642
2019-10-30 2019-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 21,749 -1,351 -5.85 1,261 -4.32 0.7031
2019-08-07 2019-06-30 13F ISHARES TR USD INV GRDE ETF 464288620 23,100 -660 -2.78 1,318 -0.45 0.7708
2019-05-03 2019-03-31 13F ISHARES TR USD INV GRDE ETF 464288620 23,760 -53 -0.22 1,324 4.33 0.8118
2019-01-22 2018-12-31 13F ISHARES TR USD INV GRDE ETF 464288620 23,813 9 0.04 1,269 -1.48 0.9486
2018-11-01 2018-09-30 13F ISHARES TR USD INV GRDE ETF 464288620 23,804 11,693 96.55 1,288 -1.15 0.7578
2018-08-14 2018-06-30 13F ISHARES TR US CR BD ETF 464288620 12,111 -1,096 -8.30 1,303 -9.45 0.3980
2018-08-14 2018-03-31 13F ISHARES TR US CR BD ETF 464288620 13,207 13,207 1,439 0.4303
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.