LRI Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

LRI Investments’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	$19.2K	Hold	375	–	–	﹤0.01%	775
2026 Q1	$19.2K	Hold	375	–	–	﹤0.01%	705
2025 Q4	$19.4K	Hold	375	–	–	﹤0.01%	701
2025 Q3	$19.6K	Hold	375	–	–	﹤0.01%	726
2025 Q2	$19.3K	Hold	375	–	–	﹤0.01%	713
2025 Q1	$19.2K	Hold	375	–	–	﹤0.01%	686
2024 Q4	$18.9K	Hold	375	–	–	﹤0.01%	677
2024 Q3	$19K	Hold	375	–	–	﹤0.01%	660
2024 Q2	$18.8K	Hold	375	–	–	﹤0.01%	617
2024 Q1	$19K	Buy	+375	New	+$19K	﹤0.01%	384

Other funds holding USIG

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LRI Investments's USIG Position: Q2 2026 in Review

LRI Investments held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 375 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

LRI Investments first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.6K in Q3 2025. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

LRI Investments held 375 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $19.2K as of Q2 2026.
LRI Investments left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #775 holding.
LRI Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $19.6K in Q3 2025.
195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.