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Wood Tarver Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-394
Closed -$20K – 618
2025
Q2 		$20K Hold
394
– – 0.01% 364
2025
Q1 		$20.1K Hold
394
– – 0.01% 348
2024
Q4 		$19K Buy
+394
New +$20.2K 0.01% 354

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wood Tarver Financial Group's USIG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 394 shares — an estimated $20K sold.

Wood Tarver Financial Group first reported a position in USIG in Q4 2024 and held it in 3 quarters. The position peaked at $20.1K in Q1 2025. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 394 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $20K.
  • Wood Tarver Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $20.1K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.