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ORG Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

ORG Partners’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 		$199K Sell
3,844
-5
-0.1% -$260 0.04% 335
2025
Q3 		$201K Buy
3,849
+22
+0.6% +$1.14K 0.04% 346
2025
Q2 		$197K Buy
+3,827
New +$193K 0.04% 327

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

ORG Partners's USIG Position: Q4 2025 in Review

ORG Partners reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.13% in Q4 2025, selling an estimated $260 and leaving 3,844 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #335.

ORG Partners first reported a position in USIG in Q2 2025 and has held it in 3 quarters since. The position peaked at $201K in Q3 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • ORG Partners held 3,844 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $199K as of Q4 2025.
  • ORG Partners sold 5 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $260.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #335 holding.
  • ORG Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $201K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.