Diversify Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Diversify Wealth Management’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 +68,792	+13%	+$3.52M	0.52%	32
2026 Q1	$28.1M	Buy	548,142 +307,945	+128%	+$15.9M	0.5%	33
2025 Q4	$12.5M	Buy	240,197 +57,199	+31%	+$2.98M	0.58%	32
2025 Q3	$9.49M	Buy	182,998 +22,796	+14%	+$1.18M	0.55%	35
2025 Q2	$8.25M	Buy	160,202 +19,448	+14%	+$983K	0.51%	38
2025 Q1	$7.18M	Buy	140,754 +32,360	+30%	+$1.64M	0.53%	40
2024 Q4	$5.39M	Buy	108,394 +35,272	+48%	+$1.81M	0.42%	56
2024 Q3	$3.75M	Buy	73,122 +22,255	+44%	+$1.15M	0.36%	72
2024 Q2	$2.62M	Buy	+50,867	New	+$2.54M	0.33%	74

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 Wealth Management's USIG Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 13% in Q2 2026, buying an estimated $3.52M and bringing the position to 616,934 shares worth $31.1M. The position accounts for 0.52% of the portfolio, ranked #32.

Diversify Wealth Management first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Diversify Wealth Management held 616,934 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $31.1M as of Q2 2026.
Diversify Wealth Management bought 68,792 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.52M.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.52% of Diversify Wealth Management's portfolio in Q2 2026, its #32 holding.
Diversify Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.