Koss-Olinger Consulting’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Koss-Olinger Consulting’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	$572K	Buy	11,156 +114	+1%	+$5.84K	0.04%	82
2026 Q1	$566K	Buy	+11,042	New	+$572K	0.05%	148
2025 Q4	–	Sell	-9,349	Closed	-$481K	–	316
2025 Q3	$481K	Hold	9,349	–	–	0.04%	207
2025 Q2	$481K	Buy	9,349 +22	+0.2%	+$1.11K	0.04%	208
2025 Q1	$476K	Buy	+9,327	New	+$473K	0.04%	210
2024 Q4	–	Sell	-8,324	Closed	-$438K	–	283
2024 Q3	$438K	Hold	8,324	–	–	0.04%	178
2024 Q2	$418K	Buy	+8,324	New	+$416K	0.04%	171
2024 Q1	–	Sell	-8,838	Closed	-$453K	–	297
2023 Q4	$453K	Buy	8,838 +33	+0.4%	+$1.61K	0.04%	162
2023 Q3	$423K	Hold	8,805	–	–	0.06%	143
2023 Q2	$441K	Sell	8,805 -755	-8%	-$37.9K	0.05%	147
2023 Q1	$484K	Hold	9,560	–	–	0.06%	130
2022 Q4	$469K	Sell	9,560 -755	-7%	-$36.8K	0.07%	123
2022 Q3	$496K	Hold	10,315	–	–	0.08%	101
2022 Q2	$526K	Buy	10,315 +6	+0.1%	+$312	0.1%	79
2022 Q1	$567K	Buy	+10,309	New	+$585K	0.09%	93

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Koss-Olinger Consulting's USIG Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1% in Q2 2026, buying an estimated $5.84K and bringing the position to 11,156 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #82.

Koss-Olinger Consulting first reported a position in USIG in Q1 2022 and has held it in 15 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Koss-Olinger Consulting held 11,156 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $572K as of Q2 2026.
Koss-Olinger Consulting bought 114 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.84K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #82 holding.
Koss-Olinger Consulting first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.