LI
USIG icon

LifeWealth Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

LifeWealth Investments’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
-103,988
Closed -$5.31M – 239
2025
Q1 		$5.31M Buy
103,988
+71,332
+218% +$3.61M 1.17% 24
2024
Q4 		$1.64M Buy
+32,656
New +$1.67M 1.09% 27

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

LifeWealth Investments's USIG Position: Q2 2025 in Review

LifeWealth Investments sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 103,988 shares — an estimated $5.31M sold.

LifeWealth Investments first reported a position in USIG in Q4 2024 and held it in 2 quarters. The position peaked at $5.31M in Q1 2025. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • LifeWealth Investments reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • LifeWealth Investments sold 103,988 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $5.31M.
  • LifeWealth Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • LifeWealth Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.31M 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 LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.