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 Q2	$1.14M	Buy	22,290 +1,016	+5%	+$52K	0.01%	842
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 $1.55T 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

Waverly Advisors's USIG Position: Q2 2026 in Review

Waverly Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.8% in Q2 2026, buying an estimated $52K and bringing the position to 22,290 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #842.

Waverly Advisors first reported a position in USIG in Q3 2016 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Waverly Advisors held 22,290 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.14M as of Q2 2026.
Waverly Advisors bought 1,016 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $52K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #842 holding.
Waverly Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 7 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.