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

Stephens 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	-4,367	Closed	-$228K	–	1378
2025 Q3	$228K	Buy	4,367 +38	+0.9%	+$1.96K	﹤0.01%	1159
2025 Q2	$223K	Buy	4,329 +37	+0.9%	+$1.87K	﹤0.01%	1135
2025 Q1	$219K	Buy	4,292 +24	+0.6%	+$1.22K	﹤0.01%	1112
2024 Q4	$215K	Buy	4,268 +48	+1%	+$2.46K	﹤0.01%	1145
2024 Q3	$222K	Sell	4,220 -13	-0.3%	-$671	﹤0.01%	1158
2024 Q2	$213K	Sell	4,233 -5	-0.1%	-$250	﹤0.01%	1138
2024 Q1	$215K	Buy	4,238 +21	+0.5%	+$1.06K	﹤0.01%	1135
2023 Q4	$216K	Buy	+4,217	New	+$206K	﹤0.01%	1052
2022 Q1	–	Sell	-4,828	Closed	-$288K	–	1391
2021 Q4	$288K	Sell	4,828 -6,653	-58%	-$399K	﹤0.01%	1060
2021 Q3	$690K	Buy	11,481 +558	+5%	+$34K	0.01%	756
2021 Q2	$662K	Buy	+10,923	New	+$652K	0.01%	787

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

Stephens Inc's USIG Position: Q4 2025 in Review

Stephens Inc sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 4,367 shares — an estimated $228K sold.

Stephens Inc first reported a position in USIG in Q2 2021 and held it in 11 quarters. The position peaked at $690K in Q3 2021. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Stephens Inc reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Stephens Inc sold 4,367 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $228K.
Stephens Inc first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
Stephens Inc's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $690K in Q3 2021.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.