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Chesley Taft & Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Chesley Taft & Associates’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
-4,097
Closed -$206K – 342
2024
Q4 		$206K Buy
+4,097
New +$210K 0.01% 322

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Chesley Taft & Associates's USIG Position: Q1 2025 in Review

Chesley Taft & Associates sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 4,097 shares — an estimated $206K sold.

Chesley Taft & Associates first reported a position in USIG in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Chesley Taft & Associates reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,097 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $206K.
  • Chesley Taft & Associates first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Chesley Taft & Associates's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $206K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Chesley Taft & Associates's 13F filing for Q1 2025, filed 10 Apr 2025.