Bellecapital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bellecapital’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	–	Sell	-4,001	Closed	-$206K	–	143
2025 Q2	$206K	Hold	4,001	–	–	0.04%	128
2025 Q1	$204K	Hold	4,001	–	–	0.04%	129
2024 Q4	$201K	Hold	4,001	–	–	0.04%	144
2024 Q3	$210K	Hold	4,001	–	–	0.04%	146
2024 Q2	$201K	Sell	4,001 -783	-16%	-$39.2K	0.04%	144
2024 Q1	$243K	Hold	4,784	–	–	0.05%	146
2023 Q4	$245K	Hold	4,784	–	–	0.06%	136
2023 Q3	$230K	Hold	4,784	–	–	0.06%	150
2023 Q2	$240K	Buy	+4,784	New	+$240K	0.06%	148

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bellecapital's USIG Position: Q3 2025 in Review

Bellecapital sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 4,001 shares — an estimated $206K sold.

Bellecapital first reported a position in USIG in Q2 2023 and held it in 9 quarters. The position peaked at $245K in Q4 2023. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

Bellecapital reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellecapital sold 4,001 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $206K.
Bellecapital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 9 quarters.
Bellecapital's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $245K in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bellecapital's 13F filing for Q3 2025, filed 17 Oct 2025.