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

Capital Analysts 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 Q2	$4K	Hold	76	–	–	﹤0.01%	1427
2026 Q1	$4K	Sell	76 -1,105	-94%	-$57.2K	﹤0.01%	1402
2025 Q4	$61K	Sell	1,181 -164	-12%	-$8.54K	﹤0.01%	880
2025 Q3	$70K	Sell	1,345 -1	-0.1%	-$52	﹤0.01%	815
2025 Q2	$69K	Sell	1,346 -4,901	-78%	-$248K	﹤0.01%	751
2025 Q1	$319K	Buy	6,247 +214	+4%	+$10.8K	0.01%	439
2024 Q4	$303K	Buy	6,033 +383	+7%	+$19.6K	0.01%	408
2024 Q3	$297K	Sell	5,650 -554	-9%	-$28.6K	0.01%	396
2024 Q2	$312K	Buy	6,204 +972	+19%	+$48.6K	0.01%	387
2024 Q1	$266K	Buy	5,232 +5,025	+2,428%	+$254K	0.01%	393
2023 Q4	$11K	Buy	207 +192	+1,280%	+$9.37K	﹤0.01%	893
2023 Q3	$1K	Buy	+15	New	+$738	﹤0.01%	1158
2019 Q2	–	Sell	-30	Closed	-$1K	–	714
2019 Q1	$1K	Buy	+30	New	+$1.62K	﹤0.01%	638

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

Capital Analysts LLC's USIG Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Capital Analysts LLC first reported a position in USIG in Q1 2019 and has held it in 13 quarters since. The position peaked at $319K in Q1 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Capital Analysts LLC held 76 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4K as of Q2 2026.
Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q2 2026, its #1427 holding.
Capital Analysts LLC first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 13 quarters since.
Capital Analysts LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $319K in Q1 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.