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 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	$9.84M	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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Kraft Davis & Associates's USIG Position: Q2 2026 in Review

Kraft Davis & Associates reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 42% in Q2 2026, selling an estimated $3.74M and leaving 99,757 shares worth $5.06M. The position accounts for 1.06% of the portfolio, ranked #29.

Kraft Davis & Associates first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.84M in Q3 2024. 60 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Kraft Davis & Associates held 99,757 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.06M as of Q2 2026.
Kraft Davis & Associates sold 73,083 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.74M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.06% of Kraft Davis & Associates's portfolio in Q2 2026, its #29 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 9 quarters since.
Kraft Davis & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.84M in Q3 2024.
60 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.