SageView Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

SageView Advisory Group’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	$358K	Buy	6,912 +13	+0.2%	+$677	0.01%	432
2025 Q3	$360K	Buy	6,899 +83	+1%	+$4.28K	0.01%	461
2025 Q2	$349K	Sell	6,816 -219	-3%	-$11.1K	0.01%	452
2025 Q1	$359K	Buy	7,035 +550	+8%	+$27.9K	0.02%	418
2024 Q4	$326K	Sell	6,485 -171	-3%	-$8.76K	0.01%	437
2024 Q3	$350K	Buy	+6,656	New	+$343K	0.02%	357
2024 Q2	–	Hold	0	–	–	–	400
2023 Q4	–	Sell	-11,616	Closed	-$567K	–	415
2023 Q3	$558K	Sell	11,616 -2,154	-16%	-$106K	0.03%	316
2023 Q2	$690K	Sell	13,770 -22,100	-62%	-$1.11M	0.04%	289
2023 Q1	$1.82M	Sell	35,870 -26,407	-42%	-$1.33M	0.12%	121
2022 Q4	$3.06M	Buy	+62,277	New	+$3.03M	0.25%	70

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SageView Advisory Group's USIG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.19% in Q4 2025, buying an estimated $677 and bringing the position to 6,912 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #432.

SageView Advisory Group first reported a position in USIG in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.06M in Q4 2022. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

SageView Advisory Group held 6,912 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $358K as of Q4 2025.
SageView Advisory Group bought 13 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $677.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #432 holding.
SageView Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $3.06M in Q4 2022.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.