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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s USIG Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 2,117 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #108.

Lugano Financial Advisors SA (LFA) first reported a position in USIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $110K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 2,117 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $108K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #108 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $110K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.