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

Bison Wealth’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
2024 Q4	$230K	Sell	4,568 -221	-5%	-$11.3K	0.05%	273
2024 Q3	$252K	Buy	+4,789	New	+$247K	0.04%	356
2021 Q4	–	Sell	-82	Closed	-$5K	–	468
2021 Q3	$5K	Hold	82	–	–	﹤0.01%	449
2021 Q2	$5K	Hold	82	–	–	﹤0.01%	436
2021 Q1	$5K	Hold	82	–	–	﹤0.01%	442
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	389
2020 Q3	$5K	Hold	82	–	–	﹤0.01%	340
2020 Q2	$5K	Hold	82	–	–	﹤0.01%	330
2020 Q1	$5K	Hold	82	–	–	﹤0.01%	306
2019 Q4	$5K	Buy	+82	New	+$4.77K	﹤0.01%	370
2016 Q2	–	Sell	-4,206	Closed	-$231K	–	207
2016 Q1	$231K	Buy	+4,206	New	+$226K	0.15%	161

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bison Wealth's USIG Position: Q4 2024 in Review

Bison Wealth reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.6% in Q4 2024, selling an estimated $11.3K and leaving 4,568 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #273.

Bison Wealth first reported a position in USIG in Q1 2016 and has held it in 11 quarters since. The position peaked at $252K in Q3 2024. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

Bison Wealth held 4,568 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $230K as of Q4 2024.
Bison Wealth sold 221 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $11.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #273 holding.
Bison Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 11 quarters since.
Bison Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $252K in Q3 2024.
438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.