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

FSC Wealth 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	-38	Closed	-$1.93K	–	239
2025 Q1	$1.93K	Hold	38	–	–	﹤0.01%	236
2024 Q4	$1.9K	Hold	38	–	–	﹤0.01%	262
2024 Q3	$1.99K	Sell	38 -38	-50%	-$1.96K	﹤0.01%	250
2024 Q2	$3.79K	Hold	76	–	–	﹤0.01%	238
2024 Q1	$3.83K	Hold	76	–	–	﹤0.01%	231
2023 Q4	$3.87K	Hold	76	–	–	﹤0.01%	252
2023 Q3	$3.63K	Buy	+76	New	+$3.74K	﹤0.01%	206

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

FSC Wealth Advisors's USIG Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 38 shares — an estimated $1.93K sold.

FSC Wealth Advisors first reported a position in USIG in Q3 2023 and held it in 7 quarters. The position peaked at $3.87K in Q4 2023. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

FSC Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 38 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.93K.
FSC Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.87K in Q4 2023.
403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.