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Pursuit Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pursuit Wealth 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 		$228K Buy
+4,395
New +$229K 0.2% 113

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 $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $424B AUM 22.96% 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

Pursuit Wealth Management's USIG Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025: 4,395 shares worth $228K. The stake represents 0.2% of the portfolio and ranks #113 among its holdings.

440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Pursuit Wealth Management held 4,395 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $228K as of Q4 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Pursuit Wealth Management position in Q4 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.2% of Pursuit Wealth Management's portfolio in Q4 2025, its #113 holding.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

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