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

New Millennium 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
Q4 		$1.19K Hold
23
– – ﹤0.01% 326
2025
Q3 		$1.2K Sell
23
-314
-93% -$16.2K ﹤0.01% 340
2025
Q2 		$17.3K Sell
337
-141
-29% -$7.13K 0.01% 160
2025
Q1 		$24.4K Hold
478
– – 0.02% 136
2024
Q4 		$24K Buy
478
+455
+1,978% +$23.3K 0.01% 145
2024
Q3 		$1.21K Sell
23
-6
-21% -$310 ﹤0.01% 324
2024
Q2 		$1.46K Buy
+29
New +$1.45K ﹤0.01% 318
2024
Q1 		– Sell
-34
Closed -$1.74K – 379
2023
Q4 		$1.74K Sell
34
-11
-24% -$537 ﹤0.01% 334
2023
Q3 		$2.18K Sell
45
-26
-37% -$1.28K ﹤0.01% 276
2023
Q2 		$3.56K Sell
71
-88
-55% -$4.42K ﹤0.01% 242
2023
Q1 		$8.06K Sell
159
-50
-24% -$2.51K 0.01% 202
2022
Q4 		$10.3K Sell
209
-8
-4% -$390 0.01% 190
2022
Q3 		$11K Sell
217
-16
-7% -$815 0.01% 188
2022
Q2 		$12K Buy
+233
New +$12.1K 0.01% 183

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

New Millennium Group's USIG Position: Q4 2025 in Review

New Millennium Group held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q4 2025 at 23 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

New Millennium Group first reported a position in USIG in Q2 2022 and has held it in 14 quarters since. The position peaked at $24.4K in Q1 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • New Millennium Group held 23 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.19K as of Q4 2025.
  • New Millennium Group left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q4 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #326 holding.
  • New Millennium Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $24.4K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.