FineMark National Bank & Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

FineMark National Bank & 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 Q4	$202K	Sell	3,904 -50	-1%	-$2.6K	0.01%	430
2025 Q3	$206K	Buy	+3,954	New	+$204K	0.01%	428
2014 Q1	–	Sell	-704	Closed	-$38K	–	1482
2013 Q4	$38K	Buy	+704	New	+$37.8K	0.01%	649
2013 Q3	–	Sell	-1,088	Closed	-$58K	–	1617
2013 Q2	$58K	Buy	+1,088	New	+$60.8K	0.02%	526

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

FineMark National Bank & Trust's USIG Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.3% in Q4 2025, selling an estimated $2.6K and leaving 3,904 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #430.

FineMark National Bank & Trust first reported a position in USIG in Q2 2013 and has held it in 4 quarters since. The position peaked at $206K in Q3 2025. 443 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

FineMark National Bank & Trust held 3,904 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $202K as of Q4 2025.
FineMark National Bank & Trust sold 50 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.6K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #430 holding.
FineMark National Bank & Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
FineMark National Bank & Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $206K in Q3 2025.
443 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.