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

Valeo 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
2026 Q1	–	Sell	-10,130	Closed	-$524K	–	889
2025 Q4	$524K	Sell	10,130 -25,024	-71%	-$1.3M	0.01%	454
2025 Q3	$1.84M	Buy	35,154 +468	+1%	+$24.1K	0.04%	184
2025 Q2	$1.78M	Buy	34,686 +3,119	+10%	+$158K	0.04%	192
2025 Q1	$1.61M	Buy	31,567 +151	+0.5%	+$7.65K	0.05%	188
2024 Q4	$1.58M	Buy	31,416 +627	+2%	+$32.1K	0.04%	180
2024 Q3	$1.62M	Buy	30,789 +762	+3%	+$39.3K	0.05%	186
2024 Q2	$1.51M	Sell	30,027 -1,829	-6%	-$91.5K	0.05%	178
2024 Q1	$1.57M	Buy	31,856 +1,807	+6%	+$91.5K	0.06%	171
2023 Q4	$1.54M	Buy	30,049 +1,035	+4%	+$50.5K	0.06%	166
2023 Q3	$1.39M	Buy	29,014 +609	+2%	+$30K	0.06%	161
2023 Q2	$1.42M	Buy	28,405 +291	+1%	+$14.6K	0.07%	160
2023 Q1	$1.42M	Buy	28,114 +377	+1%	+$18.9K	0.07%	170
2022 Q4	$1.36M	Buy	+27,737	New	+$1.35M	0.07%	157

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valeo Financial Advisors's USIG Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 10,130 shares — an estimated $524K sold.

Valeo Financial Advisors first reported a position in USIG in Q4 2022 and held it in 13 quarters. The position peaked at $1.84M in Q3 2025. 457 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Valeo Financial Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 10,130 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $524K.
Valeo Financial Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
Valeo Financial Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.84M in Q3 2025.
457 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.