New Century Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

New Century Financial Group’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 Q3	–	Sell	-7,239	Closed	-$372K	–	117
2025 Q2	$372K	Buy	+7,239	New	+$366K	0.44%	57
2025 Q1	–	Sell	-16,304	Closed	-$818K	–	287
2024 Q4	$818K	Sell	16,304 -3,775	-19%	-$193K	0.35%	75
2024 Q3	$1.06M	Sell	20,079 -1,114	-5%	-$57.5K	0.39%	66
2024 Q2	$1.06M	Sell	21,193 -91	-0.4%	-$4.55K	0.45%	57
2024 Q1	$1.08M	Sell	21,284 -4,425	-17%	-$224K	0.75%	42
2023 Q4	$1.32M	Buy	+25,709	New	+$1.25M	1.14%	10

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New Century Financial Group's USIG Position: Q3 2025 in Review

New Century Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 7,239 shares — an estimated $372K sold.

New Century Financial Group first reported a position in USIG in Q4 2023 and held it in 6 quarters. The position peaked at $1.32M in Q4 2023. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

New Century Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
New Century Financial Group sold 7,239 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $372K.
New Century Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
New Century Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.32M in Q4 2023.
421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.