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Decker Retirement Planning’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Decker Retirement Planning’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
-37
Closed -$1.9K – 320
2025
Q2 		$1.9K Sell
37
-3,277
-99% -$166K ﹤0.01% 267
2025
Q1 		$169K Buy
3,314
+39
+1% +$1.98K 0.11% 45
2024
Q4 		$165K Buy
+3,275
New +$168K 0.1% 65

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Decker Retirement Planning's USIG Position: Q3 2025 in Review

Decker Retirement Planning sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 37 shares — an estimated $1.9K sold.

Decker Retirement Planning first reported a position in USIG in Q4 2024 and held it in 3 quarters. The position peaked at $169K in Q1 2025. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Decker Retirement Planning reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 37 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.9K.
  • Decker Retirement Planning first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Decker Retirement Planning's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $169K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.