Diversify Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Diversify Advisory Services’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	$31.1M	Buy	+616,934	New	+$31.6M	0.52%	32
2026 Q1	–	Sell	-243,587	Closed	-$12.6M	–	818
2025 Q4	$12.6M	Buy	243,587 +4,848	+2%	+$253K	0.4%	41
2025 Q3	$12.4M	Sell	238,739 -43,017	-15%	-$2.22M	0.42%	40
2025 Q2	$14.5M	Buy	281,756 +169,687	+151%	+$8.58M	0.56%	30
2025 Q1	$5.71M	Buy	112,069 +24,019	+27%	+$1.22M	0.36%	48
2024 Q4	$4.38M	Buy	88,050 +4,521	+5%	+$232K	0.24%	58
2024 Q3	$4.29M	Buy	83,529 +17,089	+26%	+$882K	0.23%	81
2024 Q2	$3.35M	Sell	66,440 -367	-0.5%	-$18.4K	0.18%	98
2024 Q1	$3.35M	Buy	+66,807	New	+$3.38M	0.2%	106

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Diversify Advisory Services's USIG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 616,934 shares worth $31.1M. The stake represents 0.52% of the portfolio and ranks #32 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in USIG as recently as Q4 2025.

Diversify Advisory Services first reported a position in USIG in Q1 2024 and has held it in 9 quarters since. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Diversify Advisory Services held 616,934 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $31.1M as of Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.52% of Diversify Advisory Services's portfolio in Q2 2026, its #32 holding.
Diversify Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.