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 Q3	$638K	Buy	13,103 +3,670	+39%	+$184K	0.03%	234
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Diversified Enterprises's USIG Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 39% in Q3 2026, buying an estimated $184K and bringing the position to 13,103 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #234.

Diversified Enterprises first reported a position in USIG in Q2 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Diversified Enterprises held 13,103 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $638K as of Q3 2026.
Diversified Enterprises bought 3,670 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $184K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #234 holding.
Diversified Enterprises first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.