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

Guerra 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 Q3	$7.15K	Buy	+137	New	+$7.07K	﹤0.01%	355

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Guerra Advisors's USIG Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025: 137 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

Guerra Advisors held 137 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $7.15K as of Q3 2025.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #355 holding.
421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.