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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

BlackRock New York $5.7T 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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return