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Diligent Investors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Diligent Investors’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 		$857K Sell
16,710
-683
-4% -$35K 0.19% 149
2026
Q1 		$891K Sell
17,393
-159
-0.9% -$8.23K 0.22% 130
2025
Q4 		$909K Sell
17,552
-1,148
-6% -$59.8K 0.22% 127
2025
Q3 		$976K Sell
18,700
-1,478
-7% -$76.3K 0.25% 114
2025
Q2 		$1.04M Sell
20,178
-993
-5% -$50.2K 0.25% 117
2025
Q1 		$1.08M Sell
21,171
-1,443
-6% -$73.1K 0.26% 105
2024
Q4 		$1.14M Sell
22,614
-1,599
-7% -$81.9K 0.26% 109
2024
Q3 		$1.27M Sell
24,213
-1,526
-6% -$78.8K 0.3% 98
2024
Q2 		$1.29M Sell
25,739
-3,030
-11% -$152K 0.32% 88
2024
Q1 		$1.46M Sell
28,769
-6,845
-19% -$347K 0.37% 78
2023
Q4 		$1.83M Sell
35,614
-7,027
-16% -$343K 0.5% 42
2023
Q3 		$2.05M Sell
42,641
-7,205
-14% -$355K 0.63% 29
2023
Q2 		$2.5M Sell
49,846
-2,894
-5% -$145K 0.74% 22
2023
Q1 		$2.67M Sell
52,740
-418
-0.8% -$21K 0.82% 20
2022
Q4 		$2.61M Sell
53,158
-3,392
-6% -$165K 0.85% 20
2022
Q3 		$2.72M Sell
56,550
-1,018
-2% -$51.9K 0.97% 19
2022
Q2 		$2.93M Sell
57,568
-4,285
-7% -$223K 1% 17
2022
Q1 		$3.4M Sell
61,853
-7,274
-11% -$413K 0.99% 18
2021
Q4 		$4.13M Buy
69,127
+13,518
+24% +$811K 1.15% 17
2021
Q3 		$3.37M Hold
55,609
– – 1.15% 17
2021
Q2 		$3.37M Buy
55,609
+3,796
+7% +$227K 1.14% 17
2021
Q1 		$3.06M Buy
51,813
+2,389
+5% +$144K 1.12% 17
2020
Q4 		$3.06M Buy
49,424
+1,543
+3% +$94.5K 1.23% 18
2020
Q3 		$2.91M Sell
47,881
-1,275
-3% -$78.1K 1.33% 15
2020
Q2 		$2.97M Buy
49,156
+154
+0.3% +$9.01K 1.45% 14
2020
Q1 		$2.75M Sell
49,002
-1,238
-2% -$71.9K 1.64% 14
2019
Q4 		$2.93M Buy
50,240
+13,415
+36% +$780K 1.32% 17
2019
Q3 		$2.15M Buy
36,825
+1,896
+5% +$109K 1.05% 22
2019
Q2 		$1.99M Buy
+34,929
New +$1.94M 0.99% 23

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diligent Investors's USIG Position: Q2 2026 in Review

Diligent Investors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 3.9% in Q2 2026, selling an estimated $35K and leaving 16,710 shares worth $857K. The position accounts for 0.19% of the portfolio, ranked #149.

Diligent Investors first reported a position in USIG in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.13M in Q4 2021. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Diligent Investors held 16,710 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $857K as of Q2 2026.
  • Diligent Investors sold 683 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $35K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.19% of Diligent Investors's portfolio in Q2 2026, its #149 holding.
  • Diligent Investors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Diligent Investors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.13M in Q4 2021.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.