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

Raleigh Capital Management’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
Q4 		– Sell
-80
Closed -$4.18K – 613
2025
Q3 		$4.18K Buy
+80
New +$4.13K ﹤0.01% 383
2024
Q4 		– Sell
-285
Closed -$15K – 1067
2024
Q3 		$15K Buy
285
+3
+1% +$155 0.01% 497
2024
Q2 		$14.1K Buy
282
+4
+1% +$200 0.01% 501
2024
Q1 		$14.1K Sell
278
-1,011
-78% -$51.2K 0.01% 488
2023
Q4 		$66.1K Buy
1,289
+242
+23% +$11.8K 0.03% 254
2023
Q3 		$50.3K Buy
1,047
+17
+2% +$836 0.03% 257
2023
Q2 		$51.6K Buy
1,030
+18
+2% +$904 0.03% 240
2023
Q1 		$51.3K Sell
1,012
-8
-0.8% -$402 0.03% 248
2022
Q4 		$50.1K Sell
1,020
-35
-3% -$1.71K 0.03% 240
2022
Q3 		$51K Sell
1,055
-547
-34% -$27.9K 0.03% 236
2022
Q2 		$82K Buy
1,602
+33
+2% +$1.72K 0.05% 229
2022
Q1 		$86K Buy
+1,569
New +$89.1K 0.05% 227

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Raleigh Capital Management's USIG Position: Q4 2025 in Review

Raleigh Capital Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025, closing a stake of 80 shares — an estimated $4.18K sold.

Raleigh Capital Management first reported a position in USIG in Q1 2022 and held it in 12 quarters. The position peaked at $86K in Q1 2022. 443 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

  • Raleigh Capital Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 80 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $4.18K.
  • Raleigh Capital Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
  • Raleigh Capital Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $86K in Q1 2022.
  • 443 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.