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 Q3	$200K	Sell	4,115 -328	-7%	-$16.5K	0.01%	841
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors's USIG Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 7.4% in Q3 2026, selling an estimated $16.5K and leaving 4,115 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #841.

CoreCap Advisors first reported a position in USIG in Q4 2021 and has held it in 13 quarters since. The position peaked at $228K in Q2 2026. 101 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

CoreCap Advisors held 4,115 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $200K as of Q3 2026.
CoreCap Advisors sold 328 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $16.5K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #841 holding.
CoreCap Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $228K in Q2 2026.
101 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.