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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diversify Advisory Services's USIG Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2026, closing a stake of 243,587 shares — an estimated $12.6M sold.

Diversify Advisory Services first reported a position in USIG in Q1 2024 and held it in 8 quarters. The position peaked at $14.5M in Q2 2025. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

Diversify Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 243,587 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $12.6M.
Diversify Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.5M in Q2 2025.
455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.