SIC
USIG icon

SJS Investment Consulting’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

SJS Investment Consulting’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
-133
Closed -$6.95K – 2148
2025
Q3 		$6.95K Buy
+133
New +$6.86K ﹤0.01% 662
2023
Q4 		– Sell
-4,607
Closed -$221K – 1653
2023
Q3 		$221K Buy
+4,607
New +$227K 0.06% 70

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 $83.7B AUM 27.22% 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

SJS Investment Consulting's USIG Position: Q4 2025 in Review

SJS Investment Consulting sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 133 shares — an estimated $6.95K sold.

SJS Investment Consulting first reported a position in USIG in Q3 2023 and held it in 2 quarters. The position peaked at $221K in Q3 2023. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • SJS Investment Consulting reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 133 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $6.95K.
  • SJS Investment Consulting first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • SJS Investment Consulting's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $221K in Q3 2023.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.