BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$13.6K	Hold	265	–	–	﹤0.01%	1424
2026 Q1	$13.6K	Buy	265 +40	+18%	+$2.07K	﹤0.01%	1456
2025 Q4	$11.6K	Hold	225	–	–	﹤0.01%	1540
2025 Q3	$11.8K	Hold	225	–	–	﹤0.01%	1486
2025 Q2	$11.6K	Buy	225 +65	+41%	+$3.28K	﹤0.01%	1449
2025 Q1	$8.17K	Sell	160 -219	-58%	-$11.1K	﹤0.01%	1608
2024 Q4	$19.1K	Sell	379 -213	-36%	-$10.9K	﹤0.01%	1190
2024 Q3	$31.1K	Buy	+592	New	+$30.6K	﹤0.01%	1115

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

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s USIG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 265 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in USIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.1K in Q3 2024. 472 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 265 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $13.6K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1424 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $31.1K in Q3 2024.
472 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.