Lugano Financial Advisors SA (LFA)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-2,117	Closed	-$108K	–	282
2026 Q1	$108K	Hold	2,117	–	–	0.05%	108
2025 Q4	$110K	Hold	2,117	–	–	0.06%	118
2025 Q3	$110K	Hold	2,117	–	–	0.06%	109
2025 Q2	$108K	Buy	+2,117	New	+$107K	0.06%	109

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

Lugano Financial Advisors SA (LFA)'s USIG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 2,117 shares — an estimated $108K sold.

Lugano Financial Advisors SA (LFA) first reported a position in USIG in Q2 2025 and held it in 4 quarters. The position peaked at $110K in Q3 2025. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,117 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $108K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $110K in Q3 2025.
469 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.