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Legacy Investment Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Legacy Investment Solutions’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 		$5.2K Buy
+101
New +$5.1K ﹤0.01% 395
2024
Q4 		$5.11K Hold
101
– – ﹤0.01% 384
2024
Q3 		$5.13K Buy
+101
New +$5.21K ﹤0.01% 385

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

Legacy Investment Solutions's USIG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025: 101 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in USIG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in USIG in Q3 2024 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Legacy Investment Solutions held 101 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.2K as of Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #395 holding.
  • Legacy Investment Solutions first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.