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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's USIG Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025: 5,240 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in USIG as recently as Q3 2023.

Congress Wealth Management first reported a position in USIG in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.75M in Q4 2021. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Congress Wealth Management held 5,240 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $270K as of Q2 2025.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Congress Wealth Management position in Q2 2025.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1094 holding.
Congress Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Congress Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.75M in Q4 2021.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.