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Wealthspire Advisors (New York)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wealthspire Advisors (New York)’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
-1,006
Closed -$52.5K – 2799
2025
Q3 		$52.5K Buy
+1,006
New +$51.9K ﹤0.01% 1232

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TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wealthspire Advisors (New York)'s USIG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 1,006 shares — an estimated $52.5K sold.

Wealthspire Advisors (New York) first reported a position in USIG in Q3 2025 and held it in 1 quarter. The position peaked at $52.5K in Q3 2025. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,006 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $52.5K.
  • Wealthspire Advisors (New York) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $52.5K 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 Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.