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

Capital Investment Advisory Services’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 		$750K Buy
14,630
+228
+2% +$11.7K 0.05% 361
2026
Q1 		$738K Buy
14,402
+689
+5% +$35.7K 0.05% 319
2025
Q4 		$710K Buy
13,713
+1,165
+9% +$60.7K 0.05% 314
2025
Q3 		$655K Buy
12,548
+2,448
+24% +$126K 0.05% 307
2025
Q2 		$520K Buy
10,100
+2,922
+41% +$148K 0.04% 338
2025
Q1 		$367K Buy
7,178
+6,252
+675% +$317K 0.03% 380
2024
Q4 		$46.6K Buy
926
+584
+171% +$29.9K ﹤0.01% 665
2024
Q3 		$18K Buy
342
+331
+3,009% +$17.1K ﹤0.01% 800
2024
Q2 		$552 Buy
+11
New +$550 ﹤0.01% 950
2024
Q1 		– Sell
-46
Closed -$2.36K – 1035
2023
Q4 		$2.36K Buy
46
+14
+44% +$683 ﹤0.01% 933
2023
Q3 		$1.54K Hold
32
– – ﹤0.01% 913
2023
Q2 		$1.6K Hold
32
– – ﹤0.01% 853
2023
Q1 		$1.62K Buy
+32
New +$1.61K ﹤0.01% 843
2022
Q4 		– Sell
-1,173
Closed -$56K – 878
2022
Q3 		$56K Buy
1,173
+1,159
+8,279% +$59K 0.01% 565
2022
Q2 		$1K Hold
14
– – ﹤0.01% 817
2022
Q1 		$1K Hold
14
– – ﹤0.01% 831
2021
Q4 		$1K Hold
14
– – ﹤0.01% 808
2021
Q3 		$1K Hold
14
– – ﹤0.01% 754
2021
Q2 		$1K Hold
14
– – ﹤0.01% 775
2021
Q1 		$1K Sell
14
-101
-88% -$6.08K ﹤0.01% 722
2020
Q4 		$7K Buy
115
+101
+721% +$6.18K ﹤0.01% 645
2020
Q3 		$1K Hold
14
– – ﹤0.01% 623
2020
Q2 		$1K Hold
14
– – ﹤0.01% 570
2020
Q1 		$1K Buy
+14
New +$813 ﹤0.01% 561

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Investment Advisory Services's USIG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 14,630 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #361.

Capital Investment Advisory Services first reported a position in USIG in Q1 2020 and has held it in 24 quarters since. 107 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Capital Investment Advisory Services held 14,630 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $750K as of Q2 2026.
  • Capital Investment Advisory Services bought 228 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #361 holding.
  • Capital Investment Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.