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Pinion Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pinion Investment Advisors’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
-3,864
Closed -$203K – 185
2025
Q3 		$203K Sell
3,864
-48
-1% -$2.48K 0.06% 165
2025
Q2 		$201K Buy
+3,912
New +$198K 0.07% 162
2025
Q1 		– Sell
-4,160
Closed -$209K – 160
2024
Q4 		$209K Buy
+4,160
New +$213K 0.08% 150

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

Pinion Investment Advisors's USIG Position: Q4 2025 in Review

Pinion Investment Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 3,864 shares — an estimated $203K sold.

Pinion Investment Advisors first reported a position in USIG in Q4 2024 and held it in 3 quarters. The position peaked at $209K in Q4 2024. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Pinion Investment Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 3,864 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $203K.
  • Pinion Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Pinion Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $209K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Pinion Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.