CAP Partners LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CAP Partners 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
2026 Q1	$1.03M	Buy	20,028 +2,093	+12%	+$108K	0.58%	44
2025 Q4	$928K	Buy	17,935 +1,575	+10%	+$82K	0.53%	47
2025 Q3	$854K	Buy	16,360 +2,797	+21%	+$144K	0.48%	54
2025 Q2	$698K	Sell	13,563 -975	-7%	-$49.3K	0.44%	61
2025 Q1	$743K	Sell	14,538 -785	-5%	-$39.8K	0.54%	47
2024 Q4	$770K	Buy	15,323 +4,887	+47%	+$250K	0.54%	48
2024 Q3	$549K	Buy	10,436 +1,356	+15%	+$70K	0.41%	62
2024 Q2	$456K	Buy	9,080 +2,131	+31%	+$107K	0.37%	67
2024 Q1	$353K	Buy	6,949 +472	+7%	+$23.9K	0.31%	81
2023 Q4	$332K	Buy	+6,477	New	+$316K	0.33%	68

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAP Partners LLC's USIG Position: Q1 2026 in Review

CAP Partners LLC increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 12% in Q1 2026, buying an estimated $108K and bringing the position to 20,028 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #44.

CAP Partners LLC first reported a position in USIG in Q4 2023 and has held it in 10 quarters since. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

CAP Partners LLC held 20,028 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.03M as of Q1 2026.
CAP Partners LLC bought 2,093 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $108K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.58% of CAP Partners LLC's portfolio in Q1 2026, its #44 holding.
CAP Partners LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.