FT
USIG icon

Fiduciary Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Fiduciary Trust’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
Q3 		– Sell
-3,949
Closed -$203K – 877
2025
Q2 		$203K Hold
3,949
– – ﹤0.01% 799
2025
Q1 		$202K Buy
+3,949
New +$200K ﹤0.01% 784
2024
Q4 		– Sell
-3,949
Closed -$208K – 710
2024
Q3 		$208K Buy
+3,949
New +$204K ﹤0.01% 628

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Trust's USIG Position: Q3 2025 in Review

Fiduciary Trust sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 3,949 shares — an estimated $203K sold.

Fiduciary Trust first reported a position in USIG in Q3 2024 and held it in 3 quarters. The position peaked at $208K in Q3 2024. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Fiduciary Trust reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 3,949 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $203K.
  • Fiduciary Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Fiduciary Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $208K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.