Householder Group Estate & Retirement Specialist’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-688	Closed	-$36K	–	1182
2024 Q3	$36K	Hold	688	–	–	0.01%	551
2024 Q2	$34K	Sell	688 -49	-7%	-$2.45K	0.01%	559
2024 Q1	$37.4K	Buy	737 +19	+3%	+$962	0.01%	535
2023 Q4	$36K	Sell	718 -22	-3%	-$1.07K	0.01%	530
2023 Q3	$35.6K	Buy	+740	New	+$36.4K	0.01%	515
2023 Q1	$68K	Buy	+1,334	New	+$67K	0.03%	379
2022 Q4	–	Sell	-884	Closed	-$42K	–	1090
2022 Q3	$42K	Buy	+884	New	+$45K	0.02%	435

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USIG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2024, closing a stake of 688 shares — an estimated $36K sold.

Householder Group Estate & Retirement Specialist first reported a position in USIG in Q3 2022 and held it in 7 quarters. The position peaked at $68K in Q1 2023. 438 funds tracked by Wall St. Rank hold USIG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 688 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $36K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $68K in Q1 2023.
438 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.