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

Sage Mountain 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
-272
Closed -$14.2K – 602
2025
Q3 		$14.2K Hold
272
– – ﹤0.01% 533
2025
Q2 		$14K Hold
272
– – ﹤0.01% 477
2025
Q1 		$13.9K Hold
272
– – ﹤0.01% 466
2024
Q4 		$13.7K Hold
272
– – ﹤0.01% 454
2024
Q3 		$14.3K Hold
272
– – ﹤0.01% 466
2024
Q2 		$13.7K Hold
272
– – ﹤0.01% 401
2024
Q1 		$13.8K Hold
272
– – ﹤0.01% 382
2023
Q4 		$13.9K Hold
272
– – ﹤0.01% 331
2023
Q3 		$13.1K Hold
272
– – ﹤0.01% 327
2023
Q2 		$13.6K Buy
+272
New +$13.7K ﹤0.01% 321

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

Sage Mountain Advisors's USIG Position: Q4 2025 in Review

Sage Mountain Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 272 shares — an estimated $14.2K sold.

Sage Mountain Advisors first reported a position in USIG in Q2 2023 and held it in 10 quarters. The position peaked at $14.3K in Q3 2024. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Sage Mountain Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 272 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $14.2K.
  • Sage Mountain Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
  • Sage Mountain Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.3K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.