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Twin City Private Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Twin City Private Wealth’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
-1,861
Closed -$97.2K – 101
2025
Q3 		$97.2K Sell
1,861
-299
-14% -$15.4K 0.08% 97
2025
Q2 		$111K Buy
+2,160
New +$109K 0.09% 96

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 $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Twin City Private Wealth's USIG Position: Q4 2025 in Review

Twin City Private Wealth sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 1,861 shares — an estimated $97.2K sold.

Twin City Private Wealth first reported a position in USIG in Q2 2025 and held it in 2 quarters. The position peaked at $111K in Q2 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Twin City Private Wealth reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Twin City Private Wealth sold 1,861 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $97.2K.
  • Twin City Private Wealth first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin City Private Wealth's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $111K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Twin City Private Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.