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

Future Financial Wealth 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
Q4 		– Sell
-159
Closed -$8.3K – 418
2025
Q3 		$8.3K Hold
159
– – 0.01% 393
2025
Q2 		$8.18K Hold
159
– – 0.01% 380
2025
Q1 		$8.12K Hold
159
– – 0.01% 381
2024
Q4 		$8K Hold
159
– – 0.01% 379
2024
Q3 		$8.36K Buy
+159
New +$8.21K 0.01% 397
2024
Q2 		– Sell
-159
Closed -$8.07K – 448
2024
Q1 		$8.07K Buy
+159
New +$8.05K 0.01% 418

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 $431B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B 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 $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return