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Stratos Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-11,330
Closed -$570K – 752
2024
Q4 		$570K Buy
11,330
+4,046
+56% +$207K 0.03% 441
2024
Q3 		$383K Sell
7,284
-111
-2% -$5.73K 0.02% 557
2024
Q2 		$371K Sell
7,395
-250
-3% -$12.5K 0.02% 536
2024
Q1 		$388K Sell
7,645
-369
-5% -$18.7K 0.02% 507
2023
Q4 		$411K Sell
8,014
-4,284
-35% -$209K 0.02% 496
2023
Q3 		$591K Sell
12,298
-1,567
-11% -$77.1K 0.04% 397
2023
Q2 		$694K Buy
13,865
+1,835
+15% +$92.1K 0.05% 367
2023
Q1 		$609K Sell
12,030
-6,829
-36% -$343K 0.05% 381
2022
Q4 		$926K Buy
18,859
+13,748
+269% +$670K 0.08% 288
2022
Q3 		$246K Buy
+5,111
New +$260K 0.03% 444
2020
Q2 		– Sell
-17
Closed -$1K – 363
2020
Q1 		$1K Buy
+17
New +$987 ﹤0.01% 289

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Stratos Wealth Advisors's USIG Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 11,330 shares — an estimated $570K sold.

Stratos Wealth Advisors first reported a position in USIG in Q1 2020 and held it in 11 quarters. The position peaked at $926K in Q4 2022. 424 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 11,330 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $570K.
  • Stratos Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
  • Stratos Wealth Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $926K in Q4 2022.
  • 424 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.