Advisornet Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60.3K | Buy |
1,173
+275
| +31% | +$14.1K | ﹤0.01% | 924 |
|
2025
Q1 | $45.9K | Buy |
898
+280
| +45% | +$14.3K | ﹤0.01% | 958 |
|
2024
Q4 | $31.1K | Buy |
618
+208
| +51% | +$10.5K | ﹤0.01% | 1004 |
|
2024
Q3 | $21.6K | Hold |
410
| – | – | ﹤0.01% | 1162 |
|
2024
Q2 | $20.6K | Sell |
410
-1,089
| -73% | -$54.7K | ﹤0.01% | 1081 |
|
2024
Q1 | $76.1K | Buy |
1,499
+1,319
| +733% | +$67K | 0.01% | 703 |
|
2023
Q4 | $9.23K | Buy |
180
+143
| +386% | +$7.33K | ﹤0.01% | 1330 |
|
2023
Q3 | $1.78K | Hold |
37
| – | – | ﹤0.01% | 1669 |
|
2023
Q2 | $1.85K | Buy |
+37
| New | +$1.85K | ﹤0.01% | 1738 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 1849 |
|
2020
Q3 | – | Sell |
-340
| Closed | -$21K | – | 1876 |
|
2020
Q2 | $21K | Buy |
340
+18
| +6% | +$1.11K | ﹤0.01% | 1091 |
|
2020
Q1 | $18K | Sell |
322
-341
| -51% | -$19.1K | ﹤0.01% | 1090 |
|
2019
Q4 | $39K | Buy |
663
+2
| +0.3% | +$118 | ﹤0.01% | 972 |
|
2019
Q3 | $39K | Buy |
661
+344
| +109% | +$20.3K | ﹤0.01% | 991 |
|
2019
Q2 | $18K | Buy |
317
+109
| +52% | +$6.19K | ﹤0.01% | 1074 |
|
2019
Q1 | $12K | Buy |
208
+1
| +0.5% | +$58 | ﹤0.01% | 1137 |
|
2018
Q4 | $11K | Buy |
207
+3
| +1% | +$159 | ﹤0.01% | 1068 |
|
2018
Q3 | $11K | Buy |
204
+2
| +1% | +$108 | ﹤0.01% | 1099 |
|
2018
Q2 | $11K | Hold |
202
| – | – | ﹤0.01% | 1127 |
|
2018
Q1 | $11K | Buy |
202
+54
| +36% | +$2.94K | ﹤0.01% | 1077 |
|
2017
Q4 | $8K | Buy |
+148
| New | +$8K | ﹤0.01% | 1043 |
|