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

FDx 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
Q4 		– Sell
-4,790
Closed -$250K – 173
2025
Q3 		$250K Buy
4,790
+26
+0.5% +$1.34K 0.07% 153
2025
Q2 		$245K Buy
+4,764
New +$241K 0.07% 157
2024
Q1 		– Sell
-11,157
Closed -$572K – 625
2023
Q4 		$572K Buy
11,157
+260
+2% +$12.7K 0.04% 359
2023
Q3 		$524K Sell
10,897
-9
-0.1% -$443 0.04% 339
2023
Q2 		$546K Buy
10,906
+6,493
+147% +$326K 0.03% 429
2023
Q1 		$217K Hold
4,413
– – 0.01% 689
2022
Q4 		$217K Buy
+4,413
New +$215K 0.01% 689
2016
Q2 		– Sell
-5,280
Closed -$291K – 942
2016
Q1 		$291K Buy
5,280
+910
+21% +$48.9K 0.01% 750
2015
Q4 		$233K Buy
+4,370
New +$236K 0.01% 786
2015
Q3 		– Sell
-6,232
Closed -$338K – 875
2015
Q2 		$338K Sell
6,232
-373,368
-98% -$20.7M 0.02% 704
2015
Q1 		$21.5M Buy
379,600
+20,702
+6% +$1.17M 0.48% 54
2014
Q4 		$20.1M Buy
358,898
+14,892
+4% +$829K 1.22% 12
2014
Q3 		$19M Buy
344,006
+7,128
+2% +$396K 1.23% 10
2014
Q2 		$18.8M Buy
336,878
+2,280
+0.7% +$126K 1.23% 7
2014
Q1 		$18.3M Sell
334,598
-12,550
-4% -$682K 1.53% 10
2013
Q4 		$18.6M Sell
347,148
-12,302
-3% -$661K 1.85% 6
2013
Q3 		$19.3M Sell
359,450
-6,774
-2% -$362K 2.27% 5
2013
Q2 		$19.7M Buy
+366,224
New +$20.5M 2.59% 7

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FDx Advisors's USIG Position: Q4 2025 in Review

FDx Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 4,790 shares — an estimated $250K sold.

FDx Advisors first reported a position in USIG in Q2 2013 and held it in 18 quarters. The position peaked at $21.5M in Q1 2015. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • FDx Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • FDx Advisors sold 4,790 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $250K.
  • FDx Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • FDx Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $21.5M in Q1 2015.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on FDx Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.