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

WestEnd 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	$3.23K	Buy	63 +1	+2%	+$51	﹤0.01%	154
2026 Q1	$3.18K	Hold	62	–	–	﹤0.01%	124
2025 Q4	$3.21K	Sell	62 -1	-2%	-$52	﹤0.01%	123
2025 Q3	$3.29K	Sell	63 -26	-29%	-$1.34K	﹤0.01%	119
2025 Q2	$4.58K	Buy	89 +26	+41%	+$1.31K	﹤0.01%	105
2025 Q1	$3.22K	Buy	63 +7	+13%	+$355	﹤0.01%	124
2024 Q4	$2.82K	Hold	56	–	–	﹤0.01%	91
2024 Q3	$2.94K	Hold	56	–	–	﹤0.01%	83
2024 Q2	$2.81K	Hold	56	–	–	﹤0.01%	80
2024 Q1	$2.84K	Hold	56	–	–	﹤0.01%	77
2023 Q4	$2.87K	Hold	56	–	–	﹤0.01%	78
2023 Q3	$2.69K	Buy	+56	New	+$2.75K	﹤0.01%	76

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

WestEnd Advisors's USIG Position: Q2 2026 in Review

WestEnd Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.6% in Q2 2026, buying an estimated $51 and bringing the position to 63 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

WestEnd Advisors first reported a position in USIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.58K in Q2 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

WestEnd Advisors held 63 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.23K as of Q2 2026.
WestEnd Advisors bought 1 iShares Broad USD Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $51.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #154 holding.
WestEnd Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
WestEnd Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.58K in Q2 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.