BWM
USIG icon

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

Bullock Wealth Management’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
Q1 		– Sell
-21
Closed -$1.06K – 622
2024
Q4 		$1.06K Hold
21
– – ﹤0.01% 550
2024
Q3 		$1.1K Hold
21
– – ﹤0.01% 524
2024
Q2 		$1.05K Hold
21
– – ﹤0.01% 513
2024
Q1 		$1.05K Buy
+21
New +$1.06K ﹤0.01% 519

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bullock Wealth Management's USIG Position: Q1 2025 in Review

Bullock Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 21 shares — an estimated $1.06K sold.

Bullock Wealth Management first reported a position in USIG in Q1 2024 and held it in 4 quarters. The position peaked at $1.1K in Q3 2024. 424 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Bullock Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 21 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.06K.
  • Bullock Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.1K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.