US Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

US Financial 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	$5.62M	Buy	110,057 +4,063	+4%	+$206K	1.66%	22
2024 Q4	$5.33M	Buy	105,994 +1,813	+2%	+$92.9K	1.64%	20
2024 Q3	$5.48M	Sell	104,181 -2,127	-2%	-$110K	1.71%	19
2024 Q2	$5.34M	Buy	106,308 +20,685	+24%	+$1.03M	1.79%	19
2024 Q1	$4.35M	Buy	85,623 +1,475	+2%	+$74.7K	1.51%	18
2023 Q4	$4.31M	Buy	84,148 +1,825	+2%	+$89.1K	1.61%	19
2023 Q3	$3.96M	Buy	82,323 +1,711	+2%	+$84.2K	1.64%	19
2023 Q2	$4.04M	Buy	80,612 +1,714	+2%	+$86K	1.72%	18
2023 Q1	$4M	Buy	78,898 +3,900	+5%	+$196K	1.78%	17
2022 Q4	$3.68M	Buy	+74,998	New	+$3.65M	1.85%	16

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

US Financial Advisors's USIG Position: Q1 2025 in Review

US Financial Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.8% in Q1 2025, buying an estimated $206K and bringing the position to 110,057 shares worth $5.62M. The position accounts for 1.66% of the portfolio, ranked #22.

US Financial Advisors first reported a position in USIG in Q4 2022 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

US Financial Advisors held 110,057 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.62M as of Q1 2025.
US Financial Advisors bought 4,063 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $206K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.66% of US Financial Advisors's portfolio in Q1 2025, its #22 holding.
US Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.