Financial Synergies Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Buy	54,939 +3,522	+7%	+$180K	0.24%	39
2026 Q1	$2.63M	Buy	51,417 +2,368	+5%	+$123K	0.25%	42
2025 Q4	$2.54M	Buy	49,049 +7,828	+19%	+$408K	0.25%	37
2025 Q3	$2.15M	Sell	41,221 -6,520	-14%	-$336K	0.22%	36
2025 Q2	$2.46M	Buy	47,741 +9,036	+23%	+$457K	0.27%	35
2025 Q1	$1.98M	Buy	38,705 +11,876	+44%	+$602K	0.24%	35
2024 Q4	$1.35M	Buy	26,829 +8,409	+46%	+$431K	0.17%	37
2024 Q3	$969K	Buy	18,420 +59	+0.3%	+$3.04K	0.12%	42
2024 Q2	$922K	Buy	18,361 +3,474	+23%	+$174K	0.12%	43
2024 Q1	$756K	Buy	+14,887	New	+$754K	0.1%	46

Other funds holding USIG

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Financial Synergies Wealth Advisors's USIG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 6.8% in Q2 2026, buying an estimated $180K and bringing the position to 54,939 shares worth $2.82M. The position accounts for 0.24% of the portfolio, ranked #39.

Financial Synergies Wealth Advisors first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Financial Synergies Wealth Advisors held 54,939 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.82M as of Q2 2026.
Financial Synergies Wealth Advisors bought 3,522 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $180K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.24% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.