Fjell Capital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Fjell Capital’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	$5.56M	Buy	108,370 +5,151	+5%	+$264K	3.79%	8
2026 Q1	$5.29M	Buy	103,219 +9,901	+11%	+$513K	4.07%	4
2025 Q4	$4.83M	Buy	93,318 +10,470	+13%	+$545K	3.7%	9
2025 Q3	$4.33M	Buy	82,848 +4,127	+5%	+$213K	3.81%	8
2025 Q2	$4.05M	Buy	78,721 +1,825	+2%	+$92.2K	3.75%	7
2025 Q1	$3.93M	Buy	76,896 +3,118	+4%	+$158K	3.98%	4
2024 Q4	$3.71M	Buy	+73,778	New	+$3.78M	3.83%	5

Other funds holding USIG

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

NJBEST

New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Fjell Capital's USIG Position: Q2 2026 in Review

Fjell Capital increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5% in Q2 2026, buying an estimated $264K and bringing the position to 108,370 shares worth $5.56M. The position accounts for 3.79% of the portfolio, ranked #8.

Fjell Capital first reported a position in USIG in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Fjell Capital held 108,370 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.56M as of Q2 2026.
Fjell Capital bought 5,151 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $264K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 3.79% of Fjell Capital's portfolio in Q2 2026, its #8 holding.
Fjell Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fjell Capital's 13F filing for Q2 2026, filed 15 Jul 2026.