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Sensible Financial Planning & Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sensible Financial Planning & 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
Q3 		$73.5M Buy
1,407,927
+15,501
+1% +$800K 13.35% 4
2025
Q2 		$71.6M Sell
1,392,426
-28,308
-2% -$1.43M 13.6% 3
2025
Q1 		$72.6M Buy
1,420,734
+14,260
+1% +$722K 14.48% 3
2024
Q4 		$70.7M Buy
1,406,474
+1,068
+0.1% +$54.7K 14.66% 3
2024
Q3 		$73.9M Buy
1,405,406
+23,074
+2% +$1.19M 14.59% 3
2024
Q2 		$69.4M Buy
1,382,332
+60,988
+5% +$3.05M 15% 3
2024
Q1 		$67.1M Buy
1,321,344
+29,455
+2% +$1.49M 14.83% 3
2023
Q4 		$66.2M Sell
1,291,889
-6,050
-0.5% -$295K 15.53% 2
2023
Q3 		$62.4M Buy
1,297,939
+9,272
+0.7% +$456K 15.69% 3
2023
Q2 		$64.5M Buy
1,288,667
+14,265
+1% +$716K 15.16% 3
2023
Q1 		$64.6M Buy
1,274,402
+4,741
+0.4% +$238K 15.23% 3
2022
Q4 		$62.4M Sell
1,269,661
-39,040
-3% -$1.9M 15.49% 2
2022
Q3 		$62.9M Buy
1,308,701
+132,908
+11% +$6.77M 16.18% 3
2022
Q2 		$59.9M Buy
1,175,793
+653,039
+125% +$34M 15.12% 3
2022
Q1 		$28.8M Buy
+522,754
New +$29.7M 7.69% 4

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sensible Financial Planning & Management's USIG Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.1% in Q3 2025, buying an estimated $800K and bringing the position to 1,407,927 shares worth $73.5M. The position accounts for 13.35% of the portfolio, ranked #4.

Sensible Financial Planning & Management first reported a position in USIG in Q1 2022 and has held it in 15 quarters since. The position peaked at $73.9M in Q3 2024. 421 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Sensible Financial Planning & Management held 1,407,927 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $73.5M as of Q3 2025.
  • Sensible Financial Planning & Management bought 15,501 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $800K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 13.35% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #4 holding.
  • Sensible Financial Planning & Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Sensible Financial Planning & Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $73.9M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.