Yukon Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Yukon Wealth 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	$352K	Sell	6,861 -6,179	-47%	-$316K	0.1%	102
2026 Q1	$668K	Buy	13,040 +524	+4%	+$27.1K	0.4%	44
2025 Q4	$647K	Buy	12,516 +1,177	+10%	+$61.3K	0.37%	45
2025 Q3	$592K	Hold	11,339	–	–	0.19%	71
2025 Q2	$583K	Sell	11,339 -12,573	-53%	-$635K	0.21%	74
2025 Q1	$1.22M	Buy	+23,912	New	+$1.21M	0.51%	41

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

Yukon Wealth Management's USIG Position: Q2 2026 in Review

Yukon Wealth Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 47% in Q2 2026, selling an estimated $316K and leaving 6,861 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #102.

Yukon Wealth Management first reported a position in USIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2025. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Yukon Wealth Management held 6,861 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $352K as of Q2 2026.
Yukon Wealth Management sold 6,179 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $316K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.1% of Yukon Wealth Management's portfolio in Q2 2026, its #102 holding.
Yukon Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Yukon Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.22M in Q1 2025.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.