Colonial Trust Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Colonial Trust 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	–	Sell	-152	Closed	-$7.82K	–	735
2025 Q2	$7.82K	Hold	152	–	–	﹤0.01%	544
2025 Q1	$7.76K	Hold	152	–	–	﹤0.01%	524
2024 Q4	$7.64K	Hold	152	–	–	﹤0.01%	517
2024 Q3	$7.99K	Hold	152	–	–	﹤0.01%	564
2024 Q2	$7.63K	Hold	152	–	–	﹤0.01%	556
2024 Q1	$7.72K	Hold	152	–	–	﹤0.01%	643
2023 Q4	$7.79K	Sell	152 -638	-81%	-$31.1K	﹤0.01%	540
2023 Q3	$38K	Hold	790	–	–	﹤0.01%	356
2023 Q2	$39.6K	Hold	790	–	–	﹤0.01%	358
2023 Q1	$40K	Hold	790	–	–	﹤0.01%	355
2022 Q4	$38.8K	Buy	+790	New	+$38.5K	﹤0.01%	357

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Colonial Trust Advisors's USIG Position: Q3 2025 in Review

Colonial Trust Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 152 shares — an estimated $7.82K sold.

Colonial Trust Advisors first reported a position in USIG in Q4 2022 and held it in 11 quarters. The position peaked at $40K in Q1 2023. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

Colonial Trust Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 152 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $7.82K.
Colonial Trust Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Colonial Trust Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $40K in Q1 2023.
420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.