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Wescott Financial Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Wescott Financial Advisory Group’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 		$470K Buy
9,167
+70
+0.8% +$3.62K 0.04% 130
2025
Q4 		$471K Sell
9,097
-59
-0.6% -$3.07K 0.04% 129
2025
Q3 		$478K Buy
9,156
+304
+3% +$15.7K 0.04% 122
2025
Q2 		$455K Buy
8,852
+48
+0.5% +$2.43K 0.04% 123
2025
Q1 		$450K Buy
8,804
+120
+1% +$6.08K 0.05% 118
2024
Q4 		$437K Buy
8,684
+130
+2% +$6.66K 0.05% 122
2024
Q3 		$450K Buy
8,554
+94
+1% +$4.85K 0.05% 121
2024
Q2 		$425K Buy
8,460
+94
+1% +$4.7K 0.05% 119
2024
Q1 		$425K Buy
8,366
+59
+0.7% +$2.99K 0.05% 116
2023
Q4 		$426K Buy
8,307
+119
+1% +$5.81K 0.06% 113
2023
Q3 		$394K Buy
8,188
+85
+1% +$4.18K 0.07% 110
2023
Q2 		$406K Buy
8,103
+78
+1% +$3.92K 0.07% 109
2023
Q1 		$407K Buy
8,025
+49
+0.6% +$2.46K 0.09% 106
2022
Q4 		$392K Buy
+7,976
New +$389K 0.08% 104

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wescott Financial Advisory Group's USIG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.77% in Q1 2026, buying an estimated $3.62K and bringing the position to 9,167 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #130.

Wescott Financial Advisory Group first reported a position in USIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $478K in Q3 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Wescott Financial Advisory Group held 9,167 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $470K as of Q1 2026.
  • Wescott Financial Advisory Group bought 70 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.62K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #130 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Wescott Financial Advisory Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $478K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.