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Versant Capital Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Versant Capital Management’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
-300
Closed -$15.1K – 2626
2024
Q4 		$15.1K Hold
300
– – ﹤0.01% 1178
2024
Q3 		$15.8K Sell
300
-119
-28% -$6.14K ﹤0.01% 885
2024
Q2 		$21K Sell
419
-457
-52% -$22.9K 0.01% 694
2024
Q1 		$44.5K Buy
+876
New +$44.3K 0.01% 307
2022
Q1 		– Sell
-190
Closed -$11K – 1637
2021
Q4 		$11K Hold
190
– – ﹤0.01% 701
2021
Q3 		$11K Buy
+190
New +$11.6K ﹤0.01% 677

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

Versant Capital Management's USIG Position: Q1 2025 in Review

Versant Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2025, closing a stake of 300 shares — an estimated $15.1K sold.

Versant Capital Management first reported a position in USIG in Q3 2021 and held it in 6 quarters. The position peaked at $44.5K in Q1 2024. 423 funds tracked by Wall St. Rank hold USIG as of Q1 2025.

  • Versant Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Versant Capital Management sold 300 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $15.1K.
  • Versant Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
  • Versant Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $44.5K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Versant Capital Management's 13F filing for Q1 2025, filed 3 Apr 2025.