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

Westover Capital 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	$11.2M	Sell	217,402 -2,679	-1%	-$137K	1.85%	16
2026 Q1	$11.3M	Sell	220,081 -386	-0.2%	-$20K	2.07%	12
2025 Q4	$11.4M	Sell	220,467 -349	-0.2%	-$18.2K	2.08%	11
2025 Q3	$11.5M	Buy	220,816 +11,280	+5%	+$582K	2.13%	11
2025 Q2	$10.8M	Sell	209,536 -4,925	-2%	-$249K	2.15%	12
2025 Q1	$11M	Sell	214,461 -5,869	-3%	-$297K	2.43%	9
2024 Q4	$11.1M	Sell	220,330 -142,058	-39%	-$7.28M	2.44%	9
2024 Q3	$19.1M	Buy	362,388 +190,670	+111%	+$9.84M	3.66%	3
2024 Q2	$8.62M	Sell	171,718 -4,064	-2%	-$203K	2.22%	10
2024 Q1	$8.92M	Buy	175,782 +11,904	+7%	+$603K	2.61%	9
2023 Q4	$8.4M	Sell	163,878 -6,161	-4%	-$301K	2.73%	8
2023 Q3	$8.17M	Buy	170,039 +3,607	+2%	+$177K	2.96%	6
2023 Q2	$8.34M	Sell	166,432 -319	-0.2%	-$16K	2.9%	5
2023 Q1	$8.45M	Buy	+166,751	New	+$8.38M	3.13%	5

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

Westover Capital Advisors's USIG Position: Q2 2026 in Review

Westover Capital Advisors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 1.2% in Q2 2026, selling an estimated $137K and leaving 217,402 shares worth $11.2M. The position accounts for 1.85% of the portfolio, ranked #16.

Westover Capital Advisors first reported a position in USIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.1M in Q3 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Westover Capital Advisors held 217,402 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $11.2M as of Q2 2026.
Westover Capital Advisors sold 2,679 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $137K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 1.85% of Westover Capital Advisors's portfolio in Q2 2026, its #16 holding.
Westover Capital Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Westover Capital Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $19.1M in Q3 2024.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.