Jeff Yass’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Jeff Yass’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
2023 Q3	–	Sell	-9,200	Closed	-$461K	–	13047
2023 Q2	$461K	Sell	9,200 -18,600	-67%	-$934K	﹤0.01%	8514
2023 Q1	$1.41M	Buy	27,800 +900	+3%	+$45.2K	﹤0.01%	5948
2022 Q4	$1.32M	Buy	+26,900	New	+$1.31M	﹤0.01%	5571
2017 Q3	–	Sell	-13,200	Closed	-$737K	–	9674
2017 Q2	$737K	Buy	+13,200	New	+$733K	﹤0.01%	5903
2017 Q1	–	Sell	-4,000	Closed	-$218K	–	10019
2016 Q4	$218K	Buy	+4,000	New	+$221K	﹤0.01%	8531
2014 Q4	–	Sell	-4,000	Closed	-$221K	–	10128
2014 Q3	$221K	Buy	+4,000	New	+$222K	﹤0.01%	8513

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

Jeff Yass's USIG Position: Q2 2026 in Review

Jeff Yass increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 341% in Q2 2026, buying an estimated $13.9M and bringing the position to 350,520 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Jeff Yass first reported a position in USIG in Q4 2013 and has held it in 31 quarters since. The position peaked at $23.2M in Q2 2015. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Jeff Yass held 350,520 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18M as of Q2 2026.
Jeff Yass bought 271,000 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.9M.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2586 holding.
Jeff Yass first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 31 quarters since.
Jeff Yass's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $23.2M in Q2 2015.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.