Hanlon Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Hanlon Investment 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 Q1	–	Sell	-8,673	Closed	-$436K	–	198
2024 Q4	$436K	Buy	8,673 +599	+7%	+$30.7K	0.12%	119
2024 Q3	$425K	Buy	8,074 +494	+7%	+$25.5K	0.12%	114
2024 Q2	$381K	Buy	7,580 +770	+11%	+$38.5K	0.11%	110
2024 Q1	$346K	Buy	6,810 +980	+17%	+$49.6K	0.11%	109
2023 Q4	$299K	Sell	5,830 -2,180	-27%	-$106K	0.09%	109
2023 Q3	$385K	Sell	8,010 -47	-0.6%	-$2.31K	0.12%	100
2023 Q2	$404K	Buy	8,057 +959	+14%	+$48.1K	0.12%	97
2023 Q1	$360K	Buy	+7,098	New	+$357K	0.11%	94

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Hanlon Investment Management's USIG Position: Q1 2025 in Review

Hanlon Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 8,673 shares — an estimated $436K sold.

Hanlon Investment Management first reported a position in USIG in Q1 2023 and held it in 8 quarters. The position peaked at $436K in Q4 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

Hanlon Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Hanlon Investment Management sold 8,673 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $436K.
Hanlon Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Hanlon Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $436K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Hanlon Investment Management's 13F filing for Q1 2025, filed 13 May 2025.