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 Q3	$5.47M	Buy	112,237 +3,867	+4%	+$194K	3.06%	10
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 $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Fjell Capital's USIG Position: Q3 2026 in Review

Fjell Capital increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.6% in Q3 2026, buying an estimated $194K and bringing the position to 112,237 shares worth $5.47M. The position accounts for 3.06% of the portfolio, ranked #10.

Fjell Capital first reported a position in USIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.56M in Q2 2026. 190 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Fjell Capital held 112,237 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.47M as of Q3 2026.
Fjell Capital bought 3,867 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $194K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 3.06% of Fjell Capital's portfolio in Q3 2026, its #10 holding.
Fjell Capital first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fjell Capital's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.56M in Q2 2026.
190 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Fjell Capital's 13F filing for Q3 2026, filed 13 Oct 2026.