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

Viewpoint 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
Q4 		– Sell
-97
Closed -$5.07K – 151
2025
Q3 		$5.07K Buy
+97
New +$5K ﹤0.01% 140

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Viewpoint Capital Management's USIG Position: Q4 2025 in Review

Viewpoint Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 97 shares — an estimated $5.07K sold.

Viewpoint Capital Management first reported a position in USIG in Q3 2025 and held it in 1 quarter. The position peaked at $5.07K in Q3 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Viewpoint Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Viewpoint Capital Management sold 97 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $5.07K.
  • Viewpoint Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Viewpoint Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.07K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Viewpoint Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.