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Wolff Wiese Magana’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wolff Wiese Magana’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 		$149K Hold
2,899
– – 0.07% 136
2026
Q1 		$149K Hold
2,899
– – 0.08% 127
2025
Q4 		$150K Hold
2,899
– – 0.08% 124
2025
Q3 		$151K Buy
2,899
+99
+4% +$5.11K 0.09% 124
2025
Q2 		$144K Hold
2,800
– – 0.09% 124
2025
Q1 		$143K Sell
2,800
-300
-10% -$15.2K 0.1% 111
2024
Q4 		$156K Hold
3,100
– – 0.1% 113
2024
Q3 		$163K Buy
3,100
+3,000
+3,000% +$155K 0.11% 109
2024
Q2 		$5.02K Buy
+100
New +$5K ﹤0.01% 426

Other funds holding USIG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wolff Wiese Magana's USIG Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 2,899 shares worth $149K. The position accounts for 0.07% of the portfolio, ranked #136.

Wolff Wiese Magana first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $163K in Q3 2024. 159 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Wolff Wiese Magana held 2,899 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $149K as of Q2 2026.
  • Wolff Wiese Magana 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 0.07% of Wolff Wiese Magana's portfolio in Q2 2026, its #136 holding.
  • Wolff Wiese Magana first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Wolff Wiese Magana's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $163K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.