Plante Moran Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-51	Closed	-$2.6K	–	870
2025 Q1	$2.6K	Sell	51 -39	-43%	-$1.98K	﹤0.01%	688
2024 Q4	$4.53K	Buy	+90	New	+$4.61K	﹤0.01%	701
2024 Q1	–	Sell	-148	Closed	-$7.59K	–	953
2023 Q4	$7.59K	Buy	+148	New	+$7.22K	﹤0.01%	591
2020 Q4	–	Sell	-70	Closed	-$4K	–	1032
2020 Q3	$4K	Buy	70 +14	+25%	+$858	﹤0.01%	729
2020 Q2	$3K	Buy	+56	New	+$3.28K	﹤0.01%	643
2019 Q4	–	Sell	-12	Closed	-$1K	–	904
2019 Q3	$1K	Buy	12 +3	+33%	+$173	﹤0.01%	827
2019 Q2	$1K	Buy	+9	New	+$500	﹤0.01%	766

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return