AE Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
|
|||||
|
2025
Q1 | $38M | Sell |
|
|||||
|
2024
Q4 | $39.7M | Buy |
|
|||||
|
2024
Q3 | $40.7M | Buy |
|
|||||
|
2024
Q2 | $36.3M | Buy |
|
|||||
|
2024
Q1 | $34.5M | Sell |
|
|||||
|
2023
Q4 | $79.9M | Buy |
|
|||||
|
2023
Q3 | $73.9M | Sell |
|
|||||
|
2023
Q2 | $77.8M | Buy |
|
|||||
|
2023
Q1 | $71.6M | Sell |
|
|||||
|
2022
Q4 | $71.7M | Sell |
|
|||||
|
2022
Q3 | $75M | Sell |
|
|||||
|
2022
Q2 | $88M | Sell |
|
|||||
|
2022
Q1 | $112M | Sell |
|
|||||
|
2021
Q4 | $126M | Buy |
|
|||||
|
2021
Q3 | $126M | Sell |
|
|||||
|
2021
Q2 | $135M | Buy |
|
|||||
|
2021
Q1 | $128M | Buy |
|
|||||
|
2020
Q4 | $119M | Buy |
|
|||||
|
2020
Q3 | $106M | Buy |
|
|||||
|
2020
Q2 | $91.4M | Buy |
|
|||||
|
2020
Q1 | $62.8M | Sell |
|
|||||
|
2019
Q4 | $66.1M | Buy |
|
|||||
|
2019
Q3 | $58.1M | Sell |
|
|||||
|
2019
Q2 | $65.1M | Buy |
|
|||||
|
2019
Q1 | $26M | Buy |
|
|||||
|
2018
Q4 | $361K | Sell |
|
|||||
|
2018
Q3 | $37.9M | Buy |
|
|||||
|
2018
Q2 | $34.3M | Buy |
|
|||||
|
2018
Q1 | $25.2M | Buy |
|
|||||
|
2017
Q4 | $21.3M | Buy |
|
|||||
|
2017
Q3 | $18.8M | Buy |
|
|||||
|
2017
Q2 | $13.2M | Buy |
|