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

Mount Yale Investment 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	$602K	Buy	11,744 +5,454	+87%	+$282K	0.01%	663
2025 Q4	$326K	Sell	6,290 -18,907	-75%	-$985K	0.02%	572
2025 Q3	$1.32M	Buy	+25,197	New	+$1.3M	0.09%	230

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 $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mount Yale Investment Advisors's USIG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 87% in Q1 2026, buying an estimated $282K and bringing the position to 11,744 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #663.

Mount Yale Investment Advisors first reported a position in USIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q3 2025. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Mount Yale Investment Advisors held 11,744 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $602K as of Q1 2026.
Mount Yale Investment Advisors bought 5,454 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $282K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #663 holding.
Mount Yale Investment Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.32M in Q3 2025.
456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.