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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
Q3 		$798K Sell
16,373
-337
-2% -$16.9K 0.18% 159
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 		$2.74M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Diligent Investors's USIG Position: Q3 2026 in Review

Diligent Investors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2% in Q3 2026, selling an estimated $16.9K and leaving 16,373 shares worth $798K. The position accounts for 0.18% of the portfolio, ranked #159.

Diligent Investors first reported a position in USIG in Q2 2019 and has held it in 30 quarters since. The position peaked at $4.13M in Q4 2021. 261 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Diligent Investors held 16,373 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $798K as of Q3 2026.
  • Diligent Investors sold 337 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $16.9K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.18% of Diligent Investors's portfolio in Q3 2026, its #159 holding.
  • Diligent Investors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 30 quarters since.
  • Diligent Investors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.13M in Q4 2021.
  • 261 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Diligent Investors's 13F filing for Q3 2026, filed 21 Oct 2026.