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Family Legacy Financial Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-17
Closed -$888 – 217
2025
Q3 		$888 Sell
17
-22
-56% -$1.14K ﹤0.01% 237
2025
Q2 		$2.01K Buy
+39
New +$1.97K ﹤0.01% 204

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Truist Financial
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AssetMark Inc
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BlackRock
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Envestnet Asset Management
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Stifel Financial
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AF
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Family Legacy Financial Solutions's USIG Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 17 shares — an estimated $888 sold.

Family Legacy Financial Solutions first reported a position in USIG in Q2 2025 and held it in 2 quarters. The position peaked at $2.01K in Q2 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 17 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $888.
  • Family Legacy Financial Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.01K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.