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

Cobblestone Capital 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 		$712K Buy
13,634
+506
+4% +$26.1K 0.03% 172
2025
Q2 		$675K Sell
13,128
-236
-2% -$11.9K 0.03% 170
2025
Q1 		$683K Sell
13,364
-2,625
-16% -$133K 0.04% 164
2024
Q4 		$804K Sell
15,989
-16,434
-51% -$842K 0.04% 151
2024
Q3 		$1.7M Sell
32,423
-9,668
-23% -$499K 0.1% 93
2024
Q2 		$2.11M Buy
42,091
+3,072
+8% +$154K 0.13% 73
2024
Q1 		$1.98M Buy
39,019
+5,431
+16% +$275K 0.12% 76
2023
Q4 		$1.72M Sell
33,588
-850
-2% -$41.5K 0.11% 83
2023
Q3 		$1.66M Buy
34,438
+8,275
+32% +$407K 0.12% 81
2023
Q2 		$1.31M Buy
26,163
+966
+4% +$48.5K 0.09% 96
2023
Q1 		$1.28M Buy
25,197
+969
+4% +$48.7K 0.1% 100
2022
Q4 		$1.19M Sell
24,228
-680
-3% -$33.1K 0.09% 106
2022
Q3 		$1.2M Sell
24,908
-3,280
-12% -$167K 0.1% 93
2022
Q2 		$1.44M Sell
28,188
-5,933
-17% -$309K 0.11% 85
2022
Q1 		$1.88M Sell
34,121
-173
-0.5% -$9.82K 0.13% 76
2021
Q4 		$2.05M Sell
34,294
-5
-0% -$300 0.13% 75
2021
Q3 		$2.06M Buy
34,299
+12
+0% +$731 0.14% 72
2021
Q2 		$2.08M Buy
34,287
+3,312
+11% +$198K 0.14% 75
2021
Q1 		$1.83M Buy
30,975
+5,191
+20% +$313K 0.13% 78
2020
Q4 		$1.6M Buy
25,784
+404
+2% +$24.7K 0.12% 81
2020
Q3 		$1.54M Buy
25,380
+4,990
+24% +$306K 0.13% 81
2020
Q2 		$1.23M Buy
20,390
+2,885
+16% +$169K 0.11% 88
2020
Q1 		$981K Buy
17,505
+1,190
+7% +$69.1K 0.11% 98
2019
Q4 		$951K Buy
16,315
+1,025
+7% +$59.6K 0.09% 108
2019
Q3 		$891K Sell
15,290
-125
-0.8% -$7.21K 0.09% 107
2019
Q2 		$880K Buy
15,415
+600
+4% +$33.3K 0.08% 111
2019
Q1 		$819K Buy
14,815
+700
+5% +$37.8K 0.08% 114
2018
Q4 		$747K Sell
14,115
-6,115
-30% -$322K 0.08% 105
2018
Q3 		$1.08M Sell
20,230
-700
-3% -$37.6K 0.1% 91
2018
Q2 		$1.12M Sell
20,930
-15,614
-43% -$839K 0.11% 86
2018
Q1 		$1.99M Buy
36,544
+13,188
+56% +$723K 0.2% 66
2017
Q4 		$1.31M Buy
+23,356
New +$1.31M 0.13% 83

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cobblestone Capital Advisors's USIG Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q3 2025, buying an estimated $26.1K and bringing the position to 13,634 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #172.

Cobblestone Capital Advisors first reported a position in USIG in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.11M in Q2 2024. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Cobblestone Capital Advisors held 13,634 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $712K as of Q3 2025.
  • Cobblestone Capital Advisors bought 506 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $26.1K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #172 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Cobblestone Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.11M in Q2 2024.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.