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 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 $1.37T 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

Capital Analysts LLC's USIG Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 94% in Q1 2026, selling an estimated $57.2K and leaving 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Capital Analysts LLC first reported a position in USIG in Q1 2019 and has held it in 12 quarters since. The position peaked at $319K in Q1 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Capital Analysts LLC held 76 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $4K as of Q1 2026.
Capital Analysts LLC sold 1,105 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $57.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1402 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 12 quarters since.
Capital Analysts LLC's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $319K in Q1 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.