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Strategic Financial Concepts’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Strategic Financial Concepts’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 		– Sell
-7,003
Closed -$360K – 312
2025
Q2 		$360K Sell
7,003
-355
-5% -$17.9K 0.05% 180
2025
Q1 		$376K Buy
7,358
+412
+6% +$20.9K 0.07% 208
2024
Q4 		$349K Buy
6,946
+2,139
+44% +$110K 0.07% 217
2024
Q3 		$253K Sell
4,807
-227,120
-98% -$11.7M 0.08% 201
2024
Q2 		$20.6K Buy
231,927
+227,248
+4,857% +$11.4M 0.01% 331
2024
Q1 		$238K Buy
+4,679
New +$237K 0.06% 268
2023
Q4 		– Sell
-4,445
Closed -$214K – 259
2023
Q3 		$214K Buy
+4,445
New +$219K 0.07% 232

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 $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Strategic Financial Concepts's USIG Position: Q3 2025 in Review

Strategic Financial Concepts sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 7,003 shares — an estimated $360K sold.

Strategic Financial Concepts first reported a position in USIG in Q3 2023 and held it in 7 quarters. The position peaked at $376K in Q1 2025. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Strategic Financial Concepts reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 7,003 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $360K.
  • Strategic Financial Concepts first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $376K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.