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

Global Wealth Management Investment Advisory’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
-37,987
Closed -$1.94M – 151
2025
Q1 		$1.94M Sell
37,987
-759
-2% -$38.5K 0.39% 76
2024
Q4 		$1.95M Sell
38,746
-779
-2% -$39.9K 0.4% 72
2024
Q3 		$2.08M Buy
39,525
+232
+0.6% +$12K 0.45% 64
2024
Q2 		$1.97M Buy
39,293
+117
+0.3% +$5.85K 0.46% 66
2024
Q1 		$1.99M Sell
39,176
-1,491
-4% -$75.5K 0.49% 65
2023
Q4 		$2.08M Sell
40,667
-5,444
-12% -$266K 0.54% 59
2023
Q3 		$2.22M Sell
46,111
-167
-0.4% -$8.22K 0.62% 56
2023
Q2 		$2.32M Sell
46,278
-2,490
-5% -$125K 0.64% 57
2023
Q1 		$2.47M Sell
48,768
-7,066
-13% -$355K 0.74% 52
2022
Q4 		$2.74M Sell
55,834
-10,102
-15% -$492K 0.89% 46
2022
Q3 		$3.17M Sell
65,936
-8,143
-11% -$415K 1.13% 30
2022
Q2 		$3.78M Sell
74,079
-35,936
-33% -$1.87M 1.27% 22
2022
Q1 		$6.05M Sell
110,015
-12,661
-10% -$719K 1.8% 14
2021
Q4 		$7.33M Sell
122,676
-10,582
-8% -$635K 2.2% 10
2021
Q3 		$8.01M Sell
133,258
-9,732
-7% -$593K 2.53% 7
2021
Q2 		$8.66M Buy
142,990
+4,410
+3% +$263K 2.88% 4
2021
Q1 		$8.18M Sell
138,580
-1,260
-0.9% -$75.9K 2.95% 4
2020
Q4 		$8.67M Buy
139,840
+1,980
+1% +$121K 3.36% 4
2020
Q3 		$8.38M Buy
137,860
+5,850
+4% +$358K 3.62% 3
2020
Q2 		$7.98M Buy
132,010
+21,716
+20% +$1.27M 3.41% 3
2020
Q1 		$6.18M Buy
110,294
+957
+0.9% +$55.6K 3.12% 3
2019
Q4 		$6.37M Sell
109,337
-1,289
-1% -$75K 2.7% 5
2019
Q3 		$6.45M Sell
110,626
-14,822
-12% -$855K 2.95% 4
2019
Q2 		$7.16M Buy
125,448
+13,967
+13% +$776K 3.47% 3
2019
Q1 		$6.16M Buy
111,481
+27,482
+33% +$1.48M 3.2% 4
2018
Q4 		$4.45M Buy
+83,999
New +$4.43M 2.59% 4

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 $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's USIG Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 37,987 shares — an estimated $1.94M sold.

Global Wealth Management Investment Advisory first reported a position in USIG in Q4 2018 and held it in 26 quarters. The position peaked at $8.67M in Q4 2020. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 37,987 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.94M.
  • Global Wealth Management Investment Advisory first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2018 and held it in 26 quarters.
  • Global Wealth Management Investment Advisory's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.67M in Q4 2020.
  • 404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.