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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	+22,045	New	+$1.13M	0.01%	588
2017 Q1	–	Sell	-8,000	Closed	-$437K	–	217
2016 Q4	$437K	Sell	8,000 -8,200	-51%	-$448K	0.16%	60
2016 Q3	$922K	Buy	+16,200	New	+$922K	0.38%	34