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Motiv8 Investments’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Motiv8 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
Q4 		– Sell
-115,746
Closed -$6.04M – 981
2025
Q3 		$6.04M Buy
115,746
+26,652
+30% +$1.38M 3.22% 9
2025
Q2 		$4.58M Sell
89,094
-5,739
-6% -$290K 2.8% 8
2025
Q1 		$4.84M Sell
94,833
-15,594
-14% -$790K 3.21% 7
2024
Q4 		$5.55M Sell
110,427
-13,860
-11% -$710K 3.9% 7
2024
Q3 		$6.54M Buy
124,287
+11,538
+10% +$595K 4.4% 7
2024
Q2 		$5.66M Buy
112,749
+1,777
+2% +$88.9K 4.21% 7
2024
Q1 		$5.63M Buy
110,972
+30,967
+39% +$1.57M 4.38% 7
2023
Q4 		$4.1M Buy
+80,005
New +$3.9M 3.66% 9

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 $431B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B 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 $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return