Olistico Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Olistico Wealth’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	–	Sell	-151	Closed	-$7.74K	–	361
2026 Q2	$7.74K	Hold	151	–	–	﹤0.01%	269
2026 Q1	$7.74K	Hold	151	–	–	﹤0.01%	269
2025 Q4	$7.82K	Buy	+151	New	+$7.86K	﹤0.01%	267
2025 Q3	–	Sell	-151	Closed	-$7.77K	–	321
2025 Q2	$7.77K	Buy	151 +131	+655%	+$6.62K	﹤0.01%	275
2025 Q1	$1.02K	Buy	+20	New	+$1.01K	﹤0.01%	321

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

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

Olistico Wealth's USIG Position: Q3 2026 in Review

Olistico Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 151 shares — an estimated $7.74K sold.

Olistico Wealth first reported a position in USIG in Q1 2025 and held it in 5 quarters. The position peaked at $7.82K in Q4 2025. 148 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Olistico Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Olistico Wealth sold 151 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $7.74K.
Olistico Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Olistico Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.82K 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 Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.