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

Glass Jacobson Investment 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	-307	Closed	-$15.4K	–	843
2025 Q1	$15.4K	Hold	307	–	–	0.01%	552
2024 Q4	$15.4K	Buy	307 +289	+1,606%	+$14.8K	0.01%	552
2024 Q3	$947	Buy	18 +9	+100%	+$464	﹤0.01%	719
2024 Q2	$452	Buy	+9	New	+$450	﹤0.01%	729
2023 Q4	–	Sell	-1,507	Closed	-$72.4K	–	826
2023 Q3	$72.4K	Buy	+1,507	New	+$74.1K	0.03%	295

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

Glass Jacobson Investment Advisors's USIG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 307 shares — an estimated $15.4K sold.

Glass Jacobson Investment Advisors first reported a position in USIG in Q3 2023 and held it in 5 quarters. The position peaked at $72.4K in Q3 2023. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 307 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $15.4K.
Glass Jacobson Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Glass Jacobson Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $72.4K in Q3 2023.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.