K2 Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

K2 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	$3.63M	Buy	71,133 +4,231	+6%	+$217K	2.56%	12
2026 Q1	$3.45M	Buy	66,902 +6,530	+11%	+$338K	2.51%	12
2025 Q4	$3.13M	Buy	60,372 +7,387	+14%	+$385K	2.42%	14
2025 Q3	$2.77M	Buy	52,985 +5,130	+11%	+$265K	2.23%	15
2025 Q2	$2.43M	Buy	47,855 +9,787	+26%	+$495K	2.14%	16
2025 Q1	$1.9M	Buy	38,068 +1,648	+5%	+$83.5K	1.87%	18
2024 Q4	$1.81M	Buy	+36,420	New	+$1.87M	1.8%	20

Other funds holding USIG

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

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

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

K2 Financial's USIG Position: Q2 2026 in Review

K2 Financial increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 6.3% in Q2 2026, buying an estimated $217K and bringing the position to 71,133 shares worth $3.63M. The position accounts for 2.56% of the portfolio, ranked #12.

K2 Financial first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

K2 Financial held 71,133 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.63M as of Q2 2026.
K2 Financial bought 4,231 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $217K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.56% of K2 Financial's portfolio in Q2 2026, its #12 holding.
K2 Financial first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.