Congress Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Congress Wealth Management’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	$270K	Buy	+5,240	New	+$265K	﹤0.01%	1094
2023 Q4	–	Sell	-4,223	Closed	-$203K	–	669
2023 Q3	$203K	Sell	4,223 -1,160	-22%	-$57.1K	﹤0.01%	583
2023 Q2	$270K	Buy	5,383 +13	+0.2%	+$653	0.01%	496
2023 Q1	$272K	Sell	5,370 -3,893	-42%	-$196K	0.01%	495
2022 Q4	$455K	Buy	+9,263	New	+$451K	0.01%	420
2022 Q2	–	Sell	-9,167	Closed	-$505K	–	618
2022 Q1	$505K	Sell	9,167 -36,857	-80%	-$2.09M	0.01%	444
2021 Q4	$2.75M	Buy	+46,024	New	+$2.76M	0.05%	282

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return