Empirical Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Empirical Asset 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 Q1	–	Sell	-45,896	Closed	-$118K	–	457
2024 Q4	$118K	Sell	45,896 -193	-0.4%	-$9.89K	0.04%	329
2024 Q3	$132K	Buy	46,089 +373	+0.8%	+$19.3K	0.05%	276
2024 Q2	$109K	Sell	45,716 -1,359	-3%	-$68K	0.04%	322
2024 Q1	$74.1K	Buy	+47,075	New	+$2.38M	0.04%	267

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Empirical Asset Management's USIG Position: Q1 2025 in Review

Empirical Asset Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 45,896 shares — an estimated $118K sold.

Empirical Asset Management first reported a position in USIG in Q1 2024 and held it in 4 quarters. The position peaked at $132K in Q3 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

Empirical Asset Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Empirical Asset Management sold 45,896 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $118K.
Empirical Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
Empirical Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $132K in Q3 2024.
423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.