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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
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 $1.37T 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 $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Diligent Investors's USIG Position: Q1 2026 in Review

Diligent Investors reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.91% in Q1 2026, selling an estimated $8.23K and leaving 17,393 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #130.

Diligent Investors first reported a position in USIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.13M in Q4 2021. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Diligent Investors held 17,393 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $891K as of Q1 2026.
  • Diligent Investors sold 159 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.23K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.22% of Diligent Investors's portfolio in Q1 2026, its #130 holding.
  • Diligent Investors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Diligent Investors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $4.13M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.