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RAFFA WEALTH MANAGEMENT, LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-1,156
Closed -$60.4K – 1195
2025
Q3 		$60.4K Hold
1,156
– – 0.01% 150
2025
Q2 		$59.5K Buy
+1,156
New +$58.4K 0.01% 170

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Empower Advisory Group
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Ameriprise
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RAFFA WEALTH MANAGEMENT, LLC's USIG Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 1,156 shares — an estimated $60.4K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in USIG in Q2 2025 and held it in 2 quarters. The position peaked at $60.4K in Q3 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,156 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $60.4K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $60.4K 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 RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.