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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
Q2 		$484K Buy
9,433
+1,214
+15% +$62.2K 0.02% 254
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 $1.55T 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

Diversified Enterprises's USIG Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q2 2026, buying an estimated $62.2K and bringing the position to 9,433 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #254.

Diversified Enterprises first reported a position in USIG in Q2 2025 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Diversified Enterprises held 9,433 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $484K as of Q2 2026.
  • Diversified Enterprises bought 1,214 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $62.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #254 holding.
  • Diversified Enterprises first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.