JF
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Joule Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Joule Financial’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 		– Sell
-6,663
Closed -$341K – 119
2026
Q1 		$341K Buy
+6,663
New +$345K 0.1% 80

Other funds holding USIG

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
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
RA
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

Joule Financial's USIG Position: Q2 2026 in Review

Joule Financial sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 6,663 shares — an estimated $341K sold.

Joule Financial first reported a position in USIG in Q1 2026 and held it in 1 quarter. The position peaked at $341K in Q1 2026. 126 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Joule Financial reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Joule Financial sold 6,663 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $341K.
  • Joule Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Joule Financial's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $341K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.