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 Q3	$31.1M	Buy	631,720 +14,786	+2%	+$742K	0.46%	37
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

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

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

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

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Diversify Advisory Services's USIG Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 2.4% in Q3 2026, buying an estimated $742K and bringing the position to 631,720 shares worth $31.1M. The position accounts for 0.46% of the portfolio, ranked #37.

Diversify Advisory Services first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.1M in Q2 2026. 101 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Diversify Advisory Services held 631,720 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $31.1M as of Q3 2026.
Diversify Advisory Services bought 14,786 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $742K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.46% of Diversify Advisory Services's portfolio in Q3 2026, its #37 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 10 quarters since.
Diversify Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $31.1M in Q2 2026.
101 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.