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Financial Freedom LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Freedom LLC’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
Q1 		– Sell
-428
Closed -$21.5K – 370
2024
Q4 		$21.5K Hold
428
– – 0.01% 216
2024
Q3 		$22.5K Hold
428
– – 0.01% 210
2024
Q2 		$21.5K Hold
428
– – 0.01% 219
2024
Q1 		$21.8K Hold
428
– – 0.01% 219
2023
Q4 		$22K Hold
428
– – 0.01% 214
2023
Q3 		$20.6K Hold
428
– – 0.01% 211
2023
Q2 		$21.5K Hold
428
– – 0.02% 209
2023
Q1 		$21.7K Hold
428
– – 0.02% 204
2022
Q4 		$21K Buy
+428
New +$20.9K 0.01% 208

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Financial Freedom LLC's USIG Position: Q1 2025 in Review

Financial Freedom LLC sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 428 shares — an estimated $21.5K sold.

Financial Freedom LLC first reported a position in USIG in Q4 2022 and held it in 9 quarters. The position peaked at $22.5K in Q3 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Financial Freedom LLC reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Freedom LLC sold 428 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $21.5K.
  • Financial Freedom LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
  • Financial Freedom LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $22.5K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Financial Freedom LLC's 13F filing for Q1 2025, filed 18 Apr 2025.