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 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 $1.37T 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

WestEnd Advisors's USIG Position: Q1 2026 in Review

WestEnd Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2026 at 62 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

WestEnd Advisors first reported a position in USIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.58K in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

WestEnd Advisors held 62 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $3.18K as of Q1 2026.
WestEnd Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #124 holding.
WestEnd Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
WestEnd Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.58K 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 WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.