Long Run Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Long Run Wealth 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 Q4	$61.9M	Buy	1,195,107 +27,821	+2%	+$1.45M	11.66%	1
2025 Q3	$61M	Buy	1,167,286 +98,387	+9%	+$5.08M	11.96%	1
2025 Q2	$55M	Buy	1,068,899 +36,445	+4%	+$1.84M	11.53%	1
2025 Q1	$52.7M	Buy	1,032,454 +40,733	+4%	+$2.06M	11.96%	1
2024 Q4	$49.9M	Buy	991,721 +32,569	+3%	+$1.67M	11.95%	1
2024 Q3	$50.4M	Buy	959,152 +53,084	+6%	+$2.74M	11.87%	1
2024 Q2	$45.5M	Buy	906,068 +93,295	+11%	+$4.67M	11.52%	1
2024 Q1	$41.3M	Buy	812,773 +35,403	+5%	+$1.79M	10.86%	1
2023 Q4	$39.8M	Buy	777,370 +13,074	+2%	+$638K	11.51%	1
2023 Q3	$36.7M	Buy	764,296 +48,669	+7%	+$2.39M	11.92%	1
2023 Q2	$35.8M	Buy	715,627 +431,854	+152%	+$21.7M	11.44%	1
2023 Q1	$14.4M	Buy	283,773 +30,352	+12%	+$1.52M	4.89%	4
2022 Q4	$12.4M	Buy	253,421 +16,575	+7%	+$808K	4.48%	3
2022 Q3	$11.4M	Buy	+236,846	New	+$12.1M	4.51%	3

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Long Run Wealth Advisors's USIG Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.4% in Q4 2025, buying an estimated $1.45M and bringing the position to 1,195,107 shares worth $61.9M. The position accounts for 11.66% of the portfolio, ranked #1.

Long Run Wealth Advisors first reported a position in USIG in Q3 2022 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Long Run Wealth Advisors held 1,195,107 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $61.9M as of Q4 2025.
Long Run Wealth Advisors bought 27,821 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.45M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 11.66% of Long Run Wealth Advisors's portfolio in Q4 2025, its #1 holding.
Long Run Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.