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

Fermata 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	–	Sell	-4,084	Closed	-$209K	–	291
2025 Q1	$209K	Buy	+4,084	New	+$207K	0.04%	263
2022 Q3	–	Sell	-4,006	Closed	-$204K	–	163
2022 Q2	$204K	Sell	4,006 -5,701	-59%	-$297K	0.07%	154
2022 Q1	$534K	Sell	9,707 -1,524	-14%	-$86.5K	0.2%	91
2021 Q4	$671K	Sell	11,231 -5,860	-34%	-$351K	0.25%	75
2021 Q3	$1.03M	Sell	17,091 -11,597	-40%	-$706K	0.45%	44
2021 Q2	$1.74M	Buy	28,688 +22,037	+331%	+$1.32M	1.01%	27
2021 Q1	$392K	Buy	+6,651	New	+$401K	0.33%	51

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 $74.2B AUM 21.09% 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

Fermata Advisors's USIG Position: Q2 2025 in Review

Fermata Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 4,084 shares — an estimated $209K sold.

Fermata Advisors first reported a position in USIG in Q1 2021 and held it in 7 quarters. The position peaked at $1.74M in Q2 2021. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Fermata Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 4,084 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $209K.
Fermata Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Fermata Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.74M in Q2 2021.
403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.