Ken Fisher
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Ken Fisher’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Ken Fisher’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 		$845K Buy
16,485
+410
+3% +$21.2K ﹤0.01% 707
2025
Q4 		$832K Buy
16,075
+2,142
+15% +$112K ﹤0.01% 705
2025
Q3 		$728K Sell
13,933
-20,912
-60% -$1.08M ﹤0.01% 726
2025
Q2 		$1.79M Buy
34,845
+12,783
+58% +$646K ﹤0.01% 592
2025
Q1 		$1.13M Sell
22,062
-6,892
-24% -$349K ﹤0.01% 660
2024
Q4 		$1.46M Buy
28,954
+8,065
+39% +$413K ﹤0.01% 622
2024
Q3 		$1.1M Sell
20,889
-30,854
-60% -$1.59M ﹤0.01% 652
2024
Q2 		$2.6M Buy
51,743
+1,652
+3% +$82.6K ﹤0.01% 551
2024
Q1 		$2.54M Buy
50,091
+2,261
+5% +$114K ﹤0.01% 563
2023
Q4 		$2.45M Sell
47,830
-7,132
-13% -$348K ﹤0.01% 563
2023
Q3 		$2.64M Buy
54,962
+1,620
+3% +$79.7K ﹤0.01% 595
2023
Q2 		$2.67M Buy
53,342
+2,127
+4% +$107K ﹤0.01% 616
2023
Q1 		$2.59M Sell
51,215
-44,656
-47% -$2.24M ﹤0.01% 627
2022
Q4 		$4.71M Buy
95,871
+36,116
+60% +$1.76M ﹤0.01% 543
2022
Q3 		$2.87M Buy
59,755
+49,202
+466% +$2.51M ﹤0.01% 519
2022
Q2 		$538K Buy
10,553
+53
+0.5% +$2.76K ﹤0.01% 706
2022
Q1 		$578K Sell
10,500
-555
-5% -$31.5K ﹤0.01% 711
2021
Q4 		$660K Buy
11,055
+1,450
+15% +$87K ﹤0.01% 708
2021
Q3 		$577K Buy
9,605
+209
+2% +$12.7K ﹤0.01% 708
2021
Q2 		$569K Buy
9,396
+1,656
+21% +$98.9K ﹤0.01% 695
2021
Q1 		$457K Buy
7,740
+1,964
+34% +$118K ﹤0.01% 718
2020
Q4 		$358K Buy
5,776
+2,270
+65% +$139K ﹤0.01% 761
2020
Q3 		$213K Sell
3,506
-134
-4% -$8.21K ﹤0.01% 803
2020
Q2 		$220K Sell
3,640
-254
-7% -$14.9K ﹤0.01% 771
2020
Q1 		$218K Buy
3,894
+233
+6% +$13.5K ﹤0.01% 717
2019
Q4 		$213K Buy
3,661
+49
+1% +$2.85K ﹤0.01% 780
2019
Q3 		$211K Sell
3,612
-991
-22% -$57.2K ﹤0.01% 785
2019
Q2 		$263K Buy
+4,603
New +$256K ﹤0.01% 750

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ken Fisher's USIG Position: Q1 2026 in Review

Ken Fisher increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.6% in Q1 2026, buying an estimated $21.2K and bringing the position to 16,485 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Ken Fisher first reported a position in USIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.71M in Q4 2022. 456 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Ken Fisher held 16,485 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $845K as of Q1 2026.
  • Ken Fisher bought 410 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #707 holding.
  • Ken Fisher first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Ken Fisher's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.71M in Q4 2022.
  • 456 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.