Laurel Oak Wealth Management
USIG icon

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
Q3 		$703K Buy
14,429
+20
+0.1% +$1K 0.1% 160
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

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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
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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Laurel Oak Wealth Management's USIG Position: Q3 2026 in Review

Laurel Oak Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.14% in Q3 2026, buying an estimated $1K and bringing the position to 14,429 shares worth $703K. The position accounts for 0.1% of the portfolio, ranked #160.

Laurel Oak Wealth Management first reported a position in USIG in Q4 2025 and has held it in 4 quarters since. The position peaked at $846K in Q4 2025. 148 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Laurel Oak Wealth Management held 14,429 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $703K as of Q3 2026.
  • Laurel Oak Wealth Management bought 20 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #160 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 4 quarters since.
  • Laurel Oak Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $846K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.