Center for Financial Planning’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Center for Financial Planning’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	-359	Closed	-$18.3K	–	717
2025 Q1	$18.3K	Buy	+359	New	+$18.2K	﹤0.01%	401
2023 Q3	–	Sell	-65	Closed	-$3.26K	–	572
2023 Q2	$3.26K	Buy	+65	New	+$3.26K	﹤0.01%	473
2020 Q2	–	Sell	-674	Closed	-$38K	–	574
2020 Q1	$38K	Buy	+674	New	+$39.1K	0.01%	199

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 $74.2B AUM 21.09% 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

Center for Financial Planning's USIG Position: Q2 2025 in Review

Center for Financial Planning sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 359 shares — an estimated $18.3K sold.

Center for Financial Planning first reported a position in USIG in Q1 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2020. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Center for Financial Planning reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 359 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $18.3K.
Center for Financial Planning first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Center for Financial Planning's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $38K in Q1 2020.
403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.