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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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