Capstone Wealth Management Group (Pennsylvania)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2025 Q2	–	Sell	-23,124	Closed	-$1.18M	–	73
2025 Q1	$1.18M	Sell	23,124 -2,275	-9%	-$115K	0.67%	35
2024 Q4	$1.28M	Sell	25,399 -23,240	-48%	-$1.19M	0.68%	38
2024 Q3	$2.56M	Buy	48,639 +27,619	+131%	+$1.43M	1.51%	19
2024 Q2	$1.06M	Buy	21,020 +233	+1%	+$11.7K	0.69%	35
2024 Q1	$1.06M	Buy	20,787 +147	+0.7%	+$7.44K	0.76%	35
2023 Q4	$1.06M	Buy	+20,640	New	+$1.01M	1%	27

Other funds holding USIG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s USIG Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025, closing a stake of 23,124 shares — an estimated $1.18M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in USIG in Q4 2023 and held it in 6 quarters. The position peaked at $2.56M in Q3 2024. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 23,124 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.18M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $2.56M in Q3 2024.
403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.