SWA
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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 $1.37T AUM 24.88% 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 $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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