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Diversified Enterprises’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Diversified Enterprises’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 		$421K Sell
8,219
-44
-0.5% -$2.28K 0.02% 270
2025
Q4 		$428K Buy
8,263
+3,494
+73% +$182K 0.03% 236
2025
Q3 		$249K Buy
4,769
+29
+0.6% +$1.5K 0.02% 271
2025
Q2 		$244K Buy
+4,740
New +$240K 0.02% 268

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

Diversified Enterprises's USIG Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.53% in Q1 2026, selling an estimated $2.28K and leaving 8,219 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #270.

Diversified Enterprises first reported a position in USIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $428K in Q4 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Diversified Enterprises held 8,219 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $421K as of Q1 2026.
  • Diversified Enterprises sold 44 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.28K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #270 holding.
  • Diversified Enterprises first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $428K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.