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Financial Gravity Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Gravity Asset Management’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 		$38.7K Buy
+757
New +$38.4K 0.01% 356

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Financial Gravity Asset Management's USIG Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025: 757 shares worth $38.7K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Financial Gravity Asset Management held 757 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $38.7K as of Q1 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Financial Gravity Asset Management position in Q1 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #356 holding.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.