KFS
USIG icon

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

Kelly Financial Services’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 		$461K Sell
8,983
-985
-10% -$50.4K 0.1% 77
2026
Q1 		$506K Buy
+9,968
New +$516K 0.12% 67
2025
Q2 		– Sell
-71,673
Closed -$3.66M – 122
2025
Q1 		$3.66M Buy
71,673
+10,358
+17% +$525K 1.27% 20
2024
Q4 		$3.08M Sell
61,315
-4,486
-7% -$230K 1.11% 22
2024
Q3 		$3.46M Sell
65,801
-13,398
-17% -$691K 1.27% 18
2024
Q2 		$3.98M Buy
79,199
+54,769
+224% +$2.74M 1.42% 16
2024
Q1 		$1.24M Buy
24,430
+20,951
+602% +$1.06M 0.47% 34
2023
Q4 		$178K Buy
3,479
+3,295
+1,791% +$161K 0.07% 102
2023
Q3 		$8.84K Sell
184
-75
-29% -$3.69K ﹤0.01% 388
2023
Q2 		$13K Buy
259
+183
+241% +$9.19K 0.01% 332
2023
Q1 		$3.85K Hold
76
– – ﹤0.01% 463
2022
Q4 		$3.71K Buy
76
+1
+1% +$49 ﹤0.01% 445
2022
Q3 		$3.59K Buy
75
+1
+1% +$51 ﹤0.01% 440
2022
Q2 		$3.78K Hold
74
– – ﹤0.01% 438
2022
Q1 		$4.05K Sell
74
-337
-82% -$19.1K ﹤0.01% 458
2021
Q4 		$24.6K Buy
411
+338
+463% +$20.3K 0.01% 245
2021
Q3 		$4.37K Sell
73
-4,310
-98% -$262K ﹤0.01% 437
2021
Q2 		$72K Buy
4,383
+4,311
+5,988% +$257K ﹤0.01% 419
2021
Q1 		$4.25K Hold
72
– – ﹤0.01% 420
2020
Q4 		$4.44K Buy
72
+1
+1% +$61 ﹤0.01% 376
2020
Q3 		$4.31K Buy
71
+1
+1% +$61 ﹤0.01% 351
2020
Q2 		$4.26K Hold
70
– – ﹤0.01% 358
2020
Q1 		$3.92K Hold
70
– – ﹤0.01% 325
2019
Q4 		$4.05K Buy
+70
New +$4.07K ﹤0.01% 333

Other funds holding USIG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Kelly Financial Services's USIG Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 9.9% in Q2 2026, selling an estimated $50.4K and leaving 8,983 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #77.

Kelly Financial Services first reported a position in USIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.98M in Q2 2024. 170 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Kelly Financial Services held 8,983 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $461K as of Q2 2026.
  • Kelly Financial Services sold 985 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $50.4K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #77 holding.
  • Kelly Financial Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Kelly Financial Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.98M in Q2 2024.
  • 170 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.