Aptus Capital Advisors’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 | $44.5K | Buy |
866
+4
| +0.5% | +$206 | ﹤0.01% | 1187 |
|
2025
Q1 | $44K | Sell |
862
-170
| -16% | -$8.68K | ﹤0.01% | 1119 |
|
2024
Q4 | $51.9K | Buy |
1,032
+537
| +108% | +$27K | ﹤0.01% | 1093 |
|
2024
Q3 | $26K | Buy |
495
+489
| +8,150% | +$25.7K | ﹤0.01% | 1008 |
|
2024
Q2 | $301 | Sell |
6
-545
| -99% | -$27.3K | ﹤0.01% | 1145 |
|
2024
Q1 | $28K | Buy |
+551
| New | +$28K | ﹤0.01% | 937 |
|