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Aveo Capital Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Aveo Capital Partners’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 		– Sell
-7,378
Closed -$373K – 146
2025
Q1 		$373K Sell
7,378
-87,471
-92% -$4.43M 0.06% 132
2024
Q4 		$4.77M Buy
94,849
+7,683
+9% +$394K 0.52% 54
2024
Q3 		$4.58M Buy
87,166
+2,919
+3% +$151K 0.49% 60
2024
Q2 		$4.23M Buy
84,247
+1,251
+2% +$62.6K 0.48% 61
2024
Q1 		$4.14M Buy
82,996
+6,378
+8% +$323K 0.45% 64
2023
Q4 		$3.93M Sell
76,618
-2,549
-3% -$124K 0.47% 63
2023
Q3 		$3.81M Buy
79,167
+1,777
+2% +$87.4K 0.5% 63
2023
Q2 		$3.88M Buy
77,390
+1,331
+2% +$66.8K 0.49% 63
2023
Q1 		$3.85M Buy
+76,059
New +$3.82M 0.51% 61
2022
Q2 		– Sell
-76,931
Closed -$4.23M – 302
2022
Q1 		$4.23M Buy
76,931
+1,167
+2% +$66.2K 0.75% 41
2021
Q4 		$4.53M Sell
75,764
-3,871
-5% -$232K 0.81% 32
2021
Q3 		$4.79M Buy
+79,635
New +$4.85M 1% 21
2020
Q4 		– Sell
-65,964
Closed -$4.01M – 169
2020
Q3 		$4.01M Buy
+65,964
New +$4.04M 1.44% 17
2019
Q4 		– Sell
-53,004
Closed -$3.07M – 204
2019
Q3 		$3.07M Buy
53,004
+4,383
+9% +$253K 1.27% 19
2019
Q2 		$2.78M Buy
+48,621
New +$2.7M 1.21% 25
2018
Q1 		– Sell
-34,980
Closed -$1.96M – 158
2017
Q4 		$1.96M Buy
+34,980
New +$1.96M 0.65% 27
2017
Q3 		– Sell
-31,296
Closed -$1.75M – 146
2017
Q2 		$1.75M Buy
+31,296
New +$1.74M 0.62% 24

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aveo Capital Partners's USIG Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 7,378 shares — an estimated $373K sold.

Aveo Capital Partners first reported a position in USIG in Q2 2017 and held it in 17 quarters. The position peaked at $4.79M in Q3 2021. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Aveo Capital Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,378 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $373K.
  • Aveo Capital Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2017 and held it in 17 quarters.
  • Aveo Capital Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.79M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.