Avantax Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Avantax Advisory Services’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	$4.51M	Buy	87,669 +7,958	+10%	+$402K	0.02%	479
2025 Q1	$4.07M	Buy	79,711 +3,354	+4%	+$170K	0.02%	488
2024 Q4	$3.84M	Sell	76,357 -2,063	-3%	-$106K	0.02%	483
2024 Q3	$4.12M	Buy	78,420 +6,379	+9%	+$329K	0.03%	442
2024 Q2	$3.62M	Buy	72,041 +66,813	+1,278%	+$3.34M	0.03%	470
2024 Q1	$265K	Buy	5,228 +936	+22%	+$47.4K	﹤0.01%	1370
2023 Q4	$220K	Sell	4,292 -2,132	-33%	-$104K	﹤0.01%	1427
2023 Q3	$309K	Buy	+6,424	New	+$316K	﹤0.01%	1182
2020 Q2	–	Sell	-3,572	Closed	-$200K	–	896
2020 Q1	$200K	Buy	+3,572	New	+$207K	0.01%	724

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Avantax Advisory Services's USIG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 10% in Q2 2025, buying an estimated $402K and bringing the position to 87,669 shares worth $4.51M. The position accounts for 0.02% of the portfolio, ranked #479.

Avantax Advisory Services first reported a position in USIG in Q1 2020 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Avantax Advisory Services held 87,669 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4.51M as of Q2 2025.
Avantax Advisory Services bought 7,958 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $402K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #479 holding.
Avantax Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 9 quarters since.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.