Laurel Oak Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Laurel Oak Wealth Management’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	$739K	Buy	14,409 +75	+0.5%	+$3.84K	0.11%	157
2026 Q1	$734K	Sell	14,334 -2,006	-12%	-$104K	0.12%	141
2025 Q4	$846K	Buy	+16,340	New	+$851K	0.14%	126

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

Laurel Oak Wealth Management's USIG Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.52% in Q2 2026, buying an estimated $3.84K and bringing the position to 14,409 shares worth $739K. The position accounts for 0.11% of the portfolio, ranked #157.

Laurel Oak Wealth Management first reported a position in USIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $846K in Q4 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Laurel Oak Wealth Management held 14,409 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $739K as of Q2 2026.
Laurel Oak Wealth Management bought 75 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.84K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #157 holding.
Laurel Oak Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $846K 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.