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

Boreal 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
Q3 		– Sell
-913
Closed -$47K – 558
2025
Q2 		$47K Buy
+913
New +$46.1K 0.04% 212

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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

Boreal Capital Management's USIG Position: Q3 2025 in Review

Boreal Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2025, closing a stake of 913 shares — an estimated $47K sold.

Boreal Capital Management first reported a position in USIG in Q2 2025 and held it in 1 quarter. The position peaked at $47K in Q2 2025. 420 funds tracked by Wall St. Rank hold USIG as of Q3 2025.

  • Boreal Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 913 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $47K.
  • Boreal Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $47K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.