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

Empirical 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	–	Sell	-3,916	Closed	-$200K	–	732
2025 Q1	$200K	Buy	+3,916	New	+$198K	0.01%	617
2017 Q2	–	Sell	-10,488	Closed	-$576K	–	137
2017 Q1	$576K	Buy	10,488 +3,958	+61%	+$217K	0.14%	77
2016 Q4	$357K	Buy	6,530 +2,840	+77%	+$157K	0.09%	91
2016 Q3	$210K	Buy	+3,690	New	+$210K	0.05%	104

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $83.7B AUM 27.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Empirical Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 3,916 shares — an estimated $200K sold.

Empirical Wealth Management first reported a position in USIG in Q3 2016 and held it in 4 quarters. The position peaked at $576K in Q1 2017. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Empirical Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Empirical Wealth Management sold 3,916 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $200K.
Empirical Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2016 and held it in 4 quarters.
Empirical Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $576K in Q1 2017.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.