DHK Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

DHK Financial 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 Q2	$556K	Sell	10,800 -10,800	-50%	-$546K	0.32%	58
2025 Q1	$1.1M	Buy	21,600 +10,800	+100%	+$547K	0.61%	36
2024 Q4	$543K	Hold	10,800	–	–	0.33%	51
2024 Q3	$568K	Buy	+10,800	New	+$557K	0.35%	48
2024 Q2	–	Sell	-9,127	Closed	-$463K	–	94
2024 Q1	$463K	Sell	9,127 -1,008	-10%	-$51K	0.33%	61
2023 Q4	$520K	Sell	10,135 -3,894	-28%	-$190K	0.39%	52
2023 Q3	$674K	Buy	14,029 +1,440	+11%	+$70.9K	0.6%	39
2023 Q2	$631K	Hold	12,589	–	–	0.54%	43
2023 Q1	$638K	Buy	+12,589	New	+$632K	0.79%	29

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 22.96% 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

DHK Financial Advisors's USIG Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 50% in Q2 2025, selling an estimated $546K and leaving 10,800 shares worth $556K. The position accounts for 0.32% of the portfolio, ranked #58.

DHK Financial Advisors first reported a position in USIG in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2025. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

DHK Financial Advisors held 10,800 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $556K as of Q2 2025.
DHK Financial Advisors sold 10,800 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $546K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.32% of DHK Financial Advisors's portfolio in Q2 2025, its #58 holding.
DHK Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 9 quarters since.
DHK Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.1M in Q1 2025.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.