Northwest Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Northwest Capital Management’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	-9	Closed	-$470	–	218
2025 Q3	$470	Hold	9	–	–	﹤0.01%	239
2025 Q2	$463	Hold	9	–	–	﹤0.01%	330
2025 Q1	$460	Hold	9	–	–	﹤0.01%	427
2024 Q4	$453	Hold	9	–	–	﹤0.01%	420
2024 Q3	$473	Hold	9	–	–	﹤0.01%	439
2024 Q2	$452	Sell	9 -178	-95%	-$8.9K	﹤0.01%	440
2024 Q1	$9.49K	Hold	187	–	–	﹤0.01%	390
2023 Q4	$9.59K	Hold	187	–	–	﹤0.01%	383
2023 Q3	$8.99K	Hold	187	–	–	﹤0.01%	373
2023 Q2	$9.37K	Buy	+187	New	+$9.39K	﹤0.01%	379

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

Northwest Capital Management's USIG Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 9 shares — an estimated $470 sold.

Northwest Capital Management first reported a position in USIG in Q2 2023 and held it in 10 quarters. The position peaked at $9.59K in Q4 2023. 441 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Northwest Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 9 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $470.
Northwest Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $9.59K in Q4 2023.
441 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.