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

AllSquare Wealth Management’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
2025 Q3	$13.1K	Hold	250	–	–	0.01%	360
2025 Q2	$12.9K	Hold	250	–	–	0.01%	359
2025 Q1	$12.8K	Hold	250	–	–	0.01%	357
2024 Q4	$12.6K	Hold	250	–	–	0.01%	359
2024 Q3	$13.1K	Hold	250	–	–	0.01%	357
2024 Q2	$12.6K	Hold	250	–	–	0.01%	351
2024 Q1	$12.7K	Hold	250	–	–	0.01%	356
2023 Q4	$12.8K	Hold	250	–	–	0.01%	351
2023 Q3	$12K	Hold	250	–	–	0.01%	353
2023 Q2	$12.5K	Hold	250	–	–	0.01%	355
2023 Q1	$12.7K	Hold	250	–	–	0.01%	351
2022 Q4	$12.3K	Hold	250	–	–	0.01%	341
2022 Q3	$12K	Hold	250	–	–	0.01%	339
2022 Q2	$13K	Hold	250	–	–	0.01%	344
2022 Q1	$14K	Hold	250	–	–	0.01%	349
2021 Q4	$15K	Hold	250	–	–	0.01%	351
2021 Q3	$15K	Hold	250	–	–	0.01%	338
2021 Q2	$15K	Hold	250	–	–	0.01%	357
2021 Q1	$15K	Hold	250	–	–	0.01%	350
2020 Q4	$15K	Hold	250	–	–	0.01%	319
2020 Q3	$15K	Hold	250	–	–	0.01%	294
2020 Q2	$15K	Hold	250	–	–	0.01%	290
2020 Q1	$14K	Hold	250	–	–	0.01%	271
2019 Q4	$15K	Hold	250	–	–	0.01%	292
2019 Q3	$15K	Hold	250	–	–	0.01%	291
2019 Q2	$14K	Hold	250	–	–	0.01%	306
2019 Q1	$14K	Hold	250	–	–	0.01%	301
2018 Q4	$13K	Hold	250	–	–	0.01%	290
2018 Q3	$13K	Hold	250	–	–	0.01%	318
2018 Q2	$13K	Hold	250	–	–	0.01%	312
2018 Q1	$14K	Hold	250	–	–	0.01%	254
2017 Q4	$14K	Hold	250	–	–	0.01%	265
2017 Q3	$14K	Buy	+250	New	+$14K	0.01%	253

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's USIG Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q3 2025 at 250 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #360.

AllSquare Wealth Management first reported a position in USIG in Q3 2017 and has held it in 33 quarters since. The position peaked at $15K in Q4 2021. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

AllSquare Wealth Management held 250 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $13.1K as of Q3 2025.
AllSquare Wealth Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #360 holding.
AllSquare Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 33 quarters since.
AllSquare Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.