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

Maripau 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	-4,098	Closed	-$209K	–	169
2025 Q1	$209K	Sell	4,098 -195	-5%	-$9.88K	0.12%	129
2024 Q4	$216K	Buy	+4,293	New	+$220K	0.13%	128
2024 Q3	–	Sell	-5,198	Closed	-$261K	–	127
2024 Q2	$261K	Sell	5,198 -913	-15%	-$45.7K	0.18%	115
2024 Q1	$310K	Sell	6,111 -4,586	-43%	-$232K	0.23%	86
2023 Q4	$548K	Sell	10,697 -1,530	-13%	-$74.7K	0.48%	46
2023 Q3	$588K	Sell	12,227 -581	-5%	-$28.6K	0.54%	46
2023 Q2	$642K	Sell	12,808 -1,613	-11%	-$81K	0.57%	43
2023 Q1	$731K	Sell	14,421 -827	-5%	-$41.5K	0.76%	33
2022 Q4	$781K	Sell	15,248 -1,239	-8%	-$60.4K	0.81%	31
2022 Q3	$782K	Sell	16,487 -1,506	-8%	-$76.7K	0.84%	32
2022 Q2	$945K	Sell	17,993 -314	-2%	-$16.4K	1.02%	25
2022 Q1	$959K	Sell	18,307 -1,991	-10%	-$113K	0.87%	27
2021 Q4	$1.15M	Buy	+20,298	New	+$1.22M	1.09%	23

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Maripau Wealth Management's USIG Position: Q2 2025 in Review

Maripau Wealth Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 4,098 shares — an estimated $209K sold.

Maripau Wealth Management first reported a position in USIG in Q4 2021 and held it in 13 quarters. The position peaked at $1.15M in Q4 2021. 404 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Maripau Wealth Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Maripau Wealth Management sold 4,098 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $209K.
Maripau Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
Maripau Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.15M in Q4 2021.
404 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Maripau Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.