Santa Clara Valley Transportation Authority’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Santa Clara Valley Transportation Authority’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	$25.9M	Buy	505,717 +23,740	+5%	+$1.22M	20.09%	3
2026 Q1	$24.7M	Hold	481,977	–	–	20.53%	3
2025 Q4	$25M	Hold	481,977	–	–	20.98%	3
2025 Q3	$25.2M	Buy	481,977 +40,047	+9%	+$2.07M	21.1%	3
2025 Q2	$22.7M	Hold	441,930	–	–	21.56%	4
2025 Q1	$22.6M	Hold	441,930	–	–	22.33%	4
2024 Q4	$22.2M	Hold	441,930	–	–	22.36%	4
2024 Q3	$23.2M	Buy	+441,930	New	+$22.8M	22.26%	2

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Santa Clara Valley Transportation Authority's USIG Position: Q2 2026 in Review

Santa Clara Valley Transportation Authority increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.9% in Q2 2026, buying an estimated $1.22M and bringing the position to 505,717 shares worth $25.9M. The position accounts for 20.09% of the portfolio, ranked #3.

Santa Clara Valley Transportation Authority first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Santa Clara Valley Transportation Authority held 505,717 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25.9M as of Q2 2026.
Santa Clara Valley Transportation Authority bought 23,740 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 20.09% of Santa Clara Valley Transportation Authority's portfolio in Q2 2026, its #3 holding.
Santa Clara Valley Transportation Authority first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Santa Clara Valley Transportation Authority's 13F filing for Q2 2026, filed 12 Aug 2026.