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Lord & Richards Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lord & Richards Wealth Management’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
-3,786
Closed -$193K – 160
2025
Q1 		$193K Sell
3,786
-960
-20% -$48.6K 0.22% 71
2024
Q4 		$239K Buy
+4,746
New +$243K 0.5% 62

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

Lord & Richards Wealth Management's USIG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 3,786 shares — an estimated $193K sold.

Lord & Richards Wealth Management first reported a position in USIG in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,786 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $193K.
  • Lord & Richards Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $239K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.