AWS
USIG icon

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

Atria Wealth Solutions’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
Q2 		$2.01M Sell
39,093
-10,655
-21% -$538K 0.05% 419
2025
Q1 		$2.54M Sell
49,748
-23,300
-32% -$1.18M 0.03% 550
2024
Q4 		$3.67M Buy
73,048
+9,609
+15% +$492K 0.04% 439
2024
Q3 		$3.34M Buy
63,439
+8,480
+15% +$438K 0.04% 461
2024
Q2 		$2.76M Sell
54,959
-6,360
-10% -$318K 0.03% 523
2024
Q1 		$3.11M Buy
61,319
+6,041
+11% +$306K 0.04% 480
2023
Q4 		$2.83M Sell
55,278
-2,688
-5% -$131K 0.04% 488
2023
Q3 		$2.79M Buy
57,966
+2,392
+4% +$118K 0.04% 460
2023
Q2 		$2.78M Buy
55,574
+7,926
+17% +$398K 0.04% 464
2023
Q1 		$2.41M Buy
47,648
+12,572
+36% +$632K 0.04% 482
2022
Q4 		$1.72M Buy
35,076
+3,918
+13% +$191K 0.03% 568
2022
Q3 		$1.5M Sell
31,158
-7,420
-19% -$378K 0.03% 581
2022
Q2 		$1.97M Buy
38,578
+1,936
+5% +$101K 0.04% 452
2022
Q1 		$2.02M Buy
+36,642
New +$2.08M 0.03% 481

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atria Wealth Solutions's USIG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 21% in Q2 2025, selling an estimated $538K and leaving 39,093 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #419.

Atria Wealth Solutions first reported a position in USIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.67M in Q4 2024. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Atria Wealth Solutions held 39,093 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.01M as of Q2 2025.
  • Atria Wealth Solutions sold 10,655 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $538K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #419 holding.
  • Atria Wealth Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.67M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.