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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
Q2 		$7.75K Hold
151
– – ﹤0.01% 269
2026
Q1 		$7.74K Hold
151
– – ﹤0.01% 269
2025
Q4 		$7.82K Buy
+151
New +$7.87K ﹤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

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Olistico Wealth's USIG Position: Q2 2026 in Review

Olistico Wealth held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 151 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Olistico Wealth first reported a position in USIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.82K in Q4 2025. 60 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Olistico Wealth held 151 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $7.75K as of Q2 2026.
  • Olistico Wealth 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 Olistico Wealth's portfolio in Q2 2026, its #269 holding.
  • Olistico Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Olistico Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.82K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.