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

Carolinas Wealth Consulting’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	–	Sell	-1,510	Closed	-$77.1K	–	891
2025 Q1	$77.1K	Buy	1,510 +11	+0.7%	+$557	0.02%	287
2024 Q4	$75.3K	Buy	1,499 +22	+1%	+$1.13K	0.01%	300
2024 Q3	$77.6K	Buy	1,477 +17	+1%	+$877	0.01%	303
2024 Q2	$73.3K	Buy	+1,460	New	+$73K	0.01%	312
2023 Q3	–	Sell	-2,264	Closed	-$113K	–	1122
2023 Q2	$113K	Buy	2,264 +22	+1%	+$1.1K	0.02%	244
2023 Q1	$114K	Buy	2,242 +13	+0.6%	+$653	0.02%	249
2022 Q4	$109K	Buy	2,229 +26	+1%	+$1.27K	0.02%	251
2022 Q3	$106K	Buy	+2,203	New	+$112K	0.03%	232
2022 Q1	–	Sell	-698	Closed	-$42K	–	1011
2021 Q4	$42K	Buy	+698	New	+$41.9K	0.01%	388

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Carolinas Wealth Consulting's USIG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 1,510 shares — an estimated $77.1K sold.

Carolinas Wealth Consulting first reported a position in USIG in Q4 2021 and held it in 9 quarters. The position peaked at $114K in Q1 2023. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,510 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $77.1K.
Carolinas Wealth Consulting first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Carolinas Wealth Consulting's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $114K in Q1 2023.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.