Optivise Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Optivise Advisory Services’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	-6,349	Closed	-$327K	–	243
2025 Q2	$327K	Hold	6,349	–	–	0.17%	127
2025 Q1	$324K	Sell	6,349 -91	-1%	-$4.61K	0.18%	119
2024 Q4	$324K	Sell	6,440 -132	-2%	-$6.76K	0.17%	118
2024 Q3	$346K	Sell	6,572 -1,572	-19%	-$81.1K	0.18%	107
2024 Q2	$409K	Buy	+8,144	New	+$407K	0.22%	97

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

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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optivise Advisory Services's USIG Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 6,349 shares — an estimated $327K sold.

Optivise Advisory Services first reported a position in USIG in Q2 2024 and held it in 5 quarters. The position peaked at $409K in Q2 2024. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

Optivise Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 6,349 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $327K.
Optivise Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $409K in Q2 2024.
421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.