Kozak & Associates
USIG icon

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
Q3 		– Sell
-1
Closed -$43 – 439
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

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Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Kozak & Associates's USIG Position: Q3 2026 in Review

Kozak & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 1 share — an estimated $43 sold.

Kozak & Associates first reported a position in USIG in Q4 2025 and held it in 3 quarters. The position peaked at $12.4K in Q4 2025. 168 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Kozak & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Kozak & Associates sold 1 iShares Broad USD Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $43.
  • Kozak & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Kozak & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12.4K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.