FSA Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

FSA Advisors’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	–	Sell	-5,805	Closed	-$296K	–	200
2025 Q1	$296K	Buy	5,805 +1,233	+27%	+$62.5K	0.24%	132
2024 Q4	$230K	Buy	4,572 +588	+15%	+$30.1K	0.28%	120
2024 Q3	$204K	Sell	3,984 -102	-2%	-$5.26K	0.2%	139
2024 Q2	$206K	Sell	4,086 -35	-0.8%	-$1.75K	0.22%	129
2024 Q1	$209K	Sell	4,121 -139	-3%	-$7.04K	0.22%	127
2023 Q4	$218K	Buy	+4,260	New	+$208K	0.27%	108

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FSA Advisors's USIG Position: Q2 2025 in Review

FSA Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 5,805 shares — an estimated $296K sold.

FSA Advisors first reported a position in USIG in Q4 2023 and held it in 6 quarters. The position peaked at $296K in Q1 2025. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

FSA Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
FSA Advisors sold 5,805 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $296K.
FSA Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
FSA Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $296K in Q1 2025.
403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on FSA Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.