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

AlphaCore Capital’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
2026 Q2	$40.5K	Hold	789	–	–	﹤0.01%	1302
2026 Q1	$40.4K	Buy	+789	New	+$40.8K	﹤0.01%	1019
2021 Q4	–	Sell	-16,424	Closed	-$987K	–	131
2021 Q3	$987K	Buy	+16,424	New	+$1M	0.5%	17
2020 Q2	–	Sell	-6	Closed	–	–	292
2020 Q1	$0	Buy	+6	New	+$348	﹤0.01%	363

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AlphaCore Capital's USIG Position: Q2 2026 in Review

AlphaCore Capital held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 789 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

AlphaCore Capital first reported a position in USIG in Q1 2020 and has held it in 4 quarters since. The position peaked at $987K in Q3 2021. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

AlphaCore Capital held 789 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $40.5K as of Q2 2026.
AlphaCore Capital left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1302 holding.
AlphaCore Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 4 quarters since.
AlphaCore Capital's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $987K in Q3 2021.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.