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

Financial Gravity Companies’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 		$38.9K Buy
+757
New +$38.3K 0.01% 336
2024
Q4 		$38.1K Buy
+757
New +$38.8K 0.01% 329

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 $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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

Financial Gravity Companies's USIG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025: 757 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USIG as recently as Q4 2024.

Financial Gravity Companies first reported a position in USIG in Q4 2024 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Financial Gravity Companies held 757 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $38.9K as of Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #336 holding.
  • Financial Gravity Companies first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.