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Kozak & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kozak & Associates’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 		$43 Hold
1
– – ﹤0.01% 423
2026
Q1 		$43 Sell
1
-237
-100% -$12.3K ﹤0.01% 439
2025
Q4 		$12.4K Buy
+238
New +$12.4K ﹤0.01% 234

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kozak & Associates's USIG Position: Q2 2026 in Review

Kozak & Associates held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Kozak & Associates first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Kozak & Associates held 1 share of iShares Broad USD Investment Grade Corporate Bond ETF worth $43 as of Q2 2026.
  • Kozak & Associates left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #423 holding.
  • Kozak & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Kozak & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.4K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.