CA
USIG icon

CoreCap Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

CoreCap Advisors’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 		$228K Buy
4,443
+675
+18% +$34.6K 0.01% 820
2026
Q1 		$193K Buy
3,768
+1,810
+92% +$93.7K 0.01% 815
2025
Q4 		$101K Buy
1,958
+1,217
+164% +$63.4K ﹤0.01% 1025
2025
Q3 		$38.7K Buy
741
+499
+206% +$25.7K ﹤0.01% 1418
2025
Q2 		$12.4K Sell
242
-370
-60% -$18.7K ﹤0.01% 1786
2025
Q1 		$31.3K Sell
612
-105
-15% -$5.32K ﹤0.01% 1364
2024
Q4 		$36.1K Buy
717
+230
+47% +$11.8K ﹤0.01% 1317
2024
Q3 		$25.6K Buy
+487
New +$25.1K ﹤0.01% 1450
2024
Q2 		– Sell
-88
Closed -$4.47K – 2533
2024
Q1 		$4.47K Buy
+88
New +$4.46K ﹤0.01% 1946
2022
Q4 		$11.8K Buy
+241
New +$11.7K ﹤0.01% 1493
2022
Q3 		– Sell
-51
Closed -$3K – 2019
2022
Q2 		$3K Buy
+51
New +$2.66K ﹤0.01% 1814
2022
Q1 		– Sell
-86
Closed -$5K – 2022
2021
Q4 		$5K Buy
+86
New +$5.16K ﹤0.01% 1770

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CoreCap Advisors's USIG Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 18% in Q2 2026, buying an estimated $34.6K and bringing the position to 4,443 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #820.

CoreCap Advisors first reported a position in USIG in Q4 2021 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • CoreCap Advisors held 4,443 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $228K as of Q2 2026.
  • CoreCap Advisors bought 675 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $34.6K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #820 holding.
  • CoreCap Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.