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Howard Bailey Securities’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Howard Bailey Securities’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
-139,888
Closed -$7.15M – 171
2025
Q1 		$7.15M Buy
139,888
+8,255
+6% +$418K 2.38% 12
2024
Q4 		$6.62M Buy
131,633
+4,717
+4% +$242K 2.46% 9
2024
Q3 		$6.67M Buy
+126,916
New +$6.55M 2.53% 9

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 $74.2B AUM 21.09% 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

Howard Bailey Securities's USIG Position: Q2 2025 in Review

Howard Bailey Securities sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 139,888 shares — an estimated $7.15M sold.

Howard Bailey Securities first reported a position in USIG in Q3 2024 and held it in 3 quarters. The position peaked at $7.15M in Q1 2025. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Howard Bailey Securities reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 139,888 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $7.15M.
  • Howard Bailey Securities first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Howard Bailey Securities's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.15M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.