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	–	980
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 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Motiv8 Investments's USIG Position: Q4 2025 in Review

Motiv8 Investments sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 115,746 shares — an estimated $6.04M sold.

Motiv8 Investments first reported a position in USIG in Q4 2023 and held it in 8 quarters. The position peaked at $6.54M in Q3 2024. 441 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Motiv8 Investments reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Motiv8 Investments sold 115,746 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $6.04M.
Motiv8 Investments first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Motiv8 Investments's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6.54M in Q3 2024.
441 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.