Shared Vision Wealth Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Shared Vision Wealth 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	–	Sell	-5,081	Closed	-$267K	–	107
2025 Q3	$267K	Buy	5,081 +24	+0.5%	+$1.24K	0.11%	81
2025 Q2	$259K	Sell	5,057 -294	-5%	-$14.9K	0.13%	70
2025 Q1	$273K	Sell	5,351 -156	-3%	-$7.9K	0.15%	66
2024 Q4	$277K	Sell	5,507 -2,693	-33%	-$138K	0.15%	64
2024 Q3	$431K	Sell	8,200 -475	-5%	-$24.5K	0.23%	50
2024 Q2	$436K	Sell	8,675 -4,889	-36%	-$245K	0.25%	50
2024 Q1	$689K	Sell	13,564 -4,181	-24%	-$212K	0.43%	33
2023 Q4	$910K	Buy	+17,745	New	+$866K	0.61%	23

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Shared Vision Wealth Group's USIG Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 5,081 shares — an estimated $267K sold.

Shared Vision Wealth Group first reported a position in USIG in Q4 2023 and held it in 8 quarters. The position peaked at $910K in Q4 2023. 441 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 5,081 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $267K.
Shared Vision Wealth Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Shared Vision Wealth Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $910K in Q4 2023.
441 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.