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

Sovran 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	$2.27M	Buy	44,868 +4,619	+11%	+$237K	0.17%	150
2026 Q1	$2.06M	Buy	40,249 +9,353	+30%	+$484K	0.16%	147
2025 Q4	$1.61M	Buy	30,896 +1,466	+5%	+$76.4K	0.14%	165
2025 Q3	$1.54M	Buy	29,430 +24,341	+478%	+$1.26M	0.14%	165
2025 Q2	$259K	Sell	5,089 -14,837	-74%	-$750K	0.03%	427
2025 Q1	$1M	Sell	19,926 -2,902	-13%	-$147K	0.13%	172
2024 Q4	$1.13M	Buy	+22,828	New	+$1.17M	0.16%	142

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

Sovran Advisors's USIG Position: Q2 2026 in Review

Sovran Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 11% in Q2 2026, buying an estimated $237K and bringing the position to 44,868 shares worth $2.27M. The position accounts for 0.17% of the portfolio, ranked #150.

Sovran Advisors first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Sovran Advisors held 44,868 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.27M as of Q2 2026.
Sovran Advisors bought 4,619 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $237K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.17% of Sovran Advisors's portfolio in Q2 2026, its #150 holding.
Sovran Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.