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
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 $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Tucker Asset Management's USIG Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2025: 40 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in USIG as recently as Q1 2024.

Tucker Asset Management first reported a position in USIG in Q1 2022 and has held it in 10 quarters since. The position peaked at $30.6K in Q4 2023. 440 funds tracked by Wall St. Rank hold USIG as of Q4 2025.

Tucker Asset Management held 40 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.07K as of Q4 2025.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Tucker Asset Management position in Q4 2025.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #842 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 10 quarters since.
Tucker Asset Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $30.6K in Q4 2023.
440 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.