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

LGT Financial 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 		– Sell
-30
Closed -$1.54K – 638
2025
Q2 		$1.54K Buy
30
+7
+30% +$354 ﹤0.01% 370
2025
Q1 		$1.18K Sell
23
-91
-80% -$4.61K ﹤0.01% 270
2024
Q4 		$5.73K Buy
+114
New +$5.84K 0.01% 527
2024
Q3 		– Sell
-200
Closed -$10K – 791
2024
Q2 		$10K Buy
200
+56
+39% +$2.8K 0.02% 473
2024
Q1 		$7.31K Sell
144
-10
-6% -$506 0.01% 542
2023
Q4 		$7.89K Sell
154
-911
-86% -$44.5K 0.01% 534
2023
Q3 		$51.2K Buy
1,065
+939
+745% +$46.2K 0.07% 214
2023
Q2 		$6.31K Buy
+126
New +$6.33K 0.01% 196

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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