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

Savvy Advisors Inc’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
-5,846
Closed -$305K – 1083
2025
Q3 		$305K Buy
+5,846
New +$302K 0.01% 613
2024
Q3 		– Sell
-5,069
Closed -$255K – 373
2024
Q2 		$255K Sell
5,069
-423
-8% -$21.2K 0.08% 238
2024
Q1 		$279K Buy
5,492
+335
+6% +$17K 0.16% 169
2023
Q4 		$264K Buy
+5,157
New +$252K 0.26% 125

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

Savvy Advisors Inc's USIG Position: Q4 2025 in Review

Savvy Advisors Inc sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 5,846 shares — an estimated $305K sold.

Savvy Advisors Inc first reported a position in USIG in Q4 2023 and held it in 4 quarters. The position peaked at $305K in Q3 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Savvy Advisors Inc reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,846 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $305K.
  • Savvy Advisors Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Savvy Advisors Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $305K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.