Tucker Asset Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Tucker Asset Management’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	$2.05K	Hold	40	–	–	﹤0.01%	392
2026 Q1	$2.05K	Hold	40	–	–	﹤0.01%	336
2025 Q4	$2.07K	Buy	+40	New	+$2.08K	﹤0.01%	842
2024 Q2	–	Sell	-58	Closed	-$2.94K	–	1796
2024 Q1	$2.94K	Sell	58 -539	-90%	-$27.3K	﹤0.01%	1232
2023 Q4	$30.6K	Buy	597 +262	+78%	+$12.8K	0.01%	439
2023 Q3	$16.1K	Buy	335 +58	+21%	+$2.85K	﹤0.01%	550
2023 Q2	$13.9K	Hold	277	–	–	﹤0.01%	453
2023 Q1	$14K	Hold	277	–	–	﹤0.01%	491
2022 Q4	$13.7K	Sell	277 -152	-35%	-$7.41K	﹤0.01%	300
2022 Q3	$20.4K	Buy	429 +140	+48%	+$7.13K	0.01%	232
2022 Q2	$14.7K	Buy	289 +170	+143%	+$8.85K	﹤0.01%	198
2022 Q1	$6.55K	Buy	+119	New	+$6.75K	﹤0.01%	288

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

Tucker Asset Management's USIG Position: Q2 2026 in Review

Tucker Asset Management held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 40 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Tucker Asset Management first reported a position in USIG in Q1 2022 and has held it in 12 quarters since. The position peaked at $30.6K in Q4 2023. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Tucker Asset Management held 40 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.05K as of Q2 2026.
Tucker Asset Management left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #392 holding.
Tucker Asset Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Tucker Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $30.6K in Q4 2023.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.