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

Capital Square’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	$355K	Sell	6,897 -11,210	-62%	-$580K	0.16%	142
2025 Q4	$937K	Buy	18,107 +3,708	+26%	+$193K	0.48%	57
2025 Q3	$752K	Sell	14,399 -8,067	-36%	-$416K	0.38%	72
2025 Q2	$1.14M	Buy	22,466 +1,606	+8%	+$81.2K	0.61%	48
2025 Q1	$1.07M	Buy	20,860 +2,305	+12%	+$117K	0.63%	54
2024 Q4	$935K	Hold	18,555	–	–	0.53%	61
2024 Q3	$976K	Buy	+18,555	New	+$958K	0.59%	50

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 Square's USIG Position: Q1 2026 in Review

Capital Square reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 62% in Q1 2026, selling an estimated $580K and leaving 6,897 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #142.

Capital Square first reported a position in USIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Capital Square held 6,897 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $355K as of Q1 2026.
Capital Square sold 11,210 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $580K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.16% of Capital Square's portfolio in Q1 2026, its #142 holding.
Capital Square first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Capital Square's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.14M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.