BIP
USIG icon

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

Blue Investment 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 		$279K Buy
+5,421
New +$274K 0.1% 37

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 $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Blue Investment Partners's USIG Position: Q2 2025 in Review

Blue Investment Partners opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025: 5,421 shares worth $279K. The stake represents 0.1% of the portfolio and ranks #37 among its holdings.

403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Blue Investment Partners held 5,421 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $279K as of Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Blue Investment Partners position in Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Blue Investment Partners's portfolio in Q2 2025, its #37 holding.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.