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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LGT Financial Advisors's USIG Position: Q3 2025 in Review

LGT Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 30 shares — an estimated $1.54K sold.

LGT Financial Advisors first reported a position in USIG in Q2 2023 and held it in 8 quarters. The position peaked at $51.2K in Q3 2023. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

LGT Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 30 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.54K.
LGT Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
LGT Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $51.2K in Q3 2023.
421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.