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

Waverly 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 Q1	$1.09M	Sell	21,274 -254	-1%	-$13.2K	0.01%	805
2025 Q4	$1.11M	Hold	21,528	–	–	0.01%	726
2025 Q3	$1.12M	Sell	21,528 -517	-2%	-$26.7K	0.01%	610
2025 Q2	$1.13M	Buy	+22,045	New	+$1.11M	0.01%	589
2017 Q1	–	Sell	-8,000	Closed	-$437K	–	217
2016 Q4	$437K	Sell	8,000 -8,200	-51%	-$453K	0.16%	60
2016 Q3	$922K	Buy	+16,200	New	+$922K	0.38%	34

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Waverly Advisors's USIG Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q1 2026, selling an estimated $13.2K and leaving 21,274 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #805.

Waverly Advisors first reported a position in USIG in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Waverly Advisors held 21,274 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.09M as of Q1 2026.
Waverly Advisors sold 254 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $13.2K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #805 holding.
Waverly Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 6 quarters since.
Waverly Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.13M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.