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

Kraft Davis & 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	$1.07M	Sell	21,773 -77,984	-78%	-$3.91M	0.23%	53
2026 Q2	$5.06M	Sell	99,757 -73,083	-42%	-$3.74M	1.06%	29
2026 Q1	$8.86M	Buy	172,840 +73,315	+74%	+$3.8M	1.89%	20
2025 Q4	$5.17M	Buy	99,525 +7,252	+8%	+$378K	1.16%	28
2025 Q3	$4.8M	Buy	92,273 +3,043	+3%	+$157K	1.17%	28
2025 Q2	$4.57M	Sell	89,230 -50,363	-36%	-$2.55M	1.25%	24
2025 Q1	$6.98M	Sell	139,593 -21,412	-13%	-$1.08M	2.25%	17
2024 Q4	$8.09M	Sell	161,005 -31,742	-16%	-$1.63M	2.31%	14
2024 Q3	$9.8M	Buy	192,747 +181,625	+1,633%	+$9.37M	2.93%	11
2024 Q2	$566K	Buy	+11,122	New	+$556K	0.17%	70

Other funds holding USIG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Kraft Davis & Associates's USIG Position: Q3 2026 in Review

Kraft Davis & Associates reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 78% in Q3 2026, selling an estimated $3.91M and leaving 21,773 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #53.

Kraft Davis & Associates first reported a position in USIG in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.8M in Q3 2024. 358 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Kraft Davis & Associates held 21,773 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.07M as of Q3 2026.
Kraft Davis & Associates sold 77,984 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.91M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.23% of Kraft Davis & Associates's portfolio in Q3 2026, its #53 holding.
Kraft Davis & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kraft Davis & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.8M in Q3 2024.
358 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.