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Morris Financial Concepts’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Morris Financial Concepts’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
-234
Closed -$12K – 201
2025
Q1 		$12K Buy
+234
New +$11.9K 0.01% 174

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

Morris Financial Concepts's USIG Position: Q2 2025 in Review

Morris Financial Concepts sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 234 shares — an estimated $12K sold.

Morris Financial Concepts first reported a position in USIG in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Morris Financial Concepts reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Morris Financial Concepts sold 234 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $12K.
  • Morris Financial Concepts first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Morris Financial Concepts's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $12K 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 Morris Financial Concepts's 13F filing for Q2 2025, filed 28 Jul 2025.