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

Bristlecone Advisors’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	$903K	Buy	+17,287	New	+$892K	0.08%	134
2025 Q2	–	Sell	-314	Closed	-$16K	–	371
2025 Q1	$16K	Buy	314 +275	+705%	+$13.9K	﹤0.01%	341
2024 Q4	$1.96K	Hold	39	–	–	﹤0.01%	359
2024 Q3	$2.05K	Buy	+39	New	+$2.01K	﹤0.01%	361
2023 Q2	–	Sell	-39	Closed	-$1.98K	–	341
2023 Q1	$1.98K	Buy	+39	New	+$1.96K	﹤0.01%	349

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Bristlecone Advisors's USIG Position: Q3 2025 in Review

Bristlecone Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025: 17,287 shares worth $903K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings. This is a return to the name: Bristlecone Advisors previously reported a position in USIG as recently as Q1 2025.

Bristlecone Advisors first reported a position in USIG in Q1 2023 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

Bristlecone Advisors held 17,287 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $903K as of Q3 2025.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Bristlecone Advisors position in Q3 2025.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.08% of Bristlecone Advisors's portfolio in Q3 2025, its #134 holding.
Bristlecone Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.