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 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 $1.37T 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 $74.2B AUM 21.09% 1-Year Est. Return

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

TCIIS

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

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

Yukon Wealth Management's USIG Position: Q1 2026 in Review

Yukon Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 4.2% in Q1 2026, buying an estimated $27.1K and bringing the position to 13,040 shares worth $668K. The position accounts for 0.4% of the portfolio, ranked #44.

Yukon Wealth Management first reported a position in USIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Yukon Wealth Management held 13,040 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $668K as of Q1 2026.
Yukon Wealth Management bought 524 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $27.1K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.4% of Yukon Wealth Management's portfolio in Q1 2026, its #44 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 5 quarters since.
Yukon Wealth Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.22M in Q1 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.