Arete Wealth 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 | $523K | Sell |
10,170
-12,962
| -56% | -$667K | 0.04% | 396 |
|
|
2025
Q1 | $1.18M | Buy |
23,132
+5,772
| +33% | +$295K | 0.09% | 228 |
|
|
2024
Q4 | $873K | Sell |
17,360
-5,773
| -25% | -$290K | 0.06% | 277 |
|
|
2024
Q3 | $1.22M | Buy |
23,133
+7,971
| +53% | +$419K | 0.1% | 193 |
|
|
2024
Q2 | $761K | Buy |
15,162
+1,434
| +10% | +$72K | 0.06% | 297 |
|
|
2024
Q1 | $697K | Buy |
13,728
+3,227
| +31% | +$164K | 0.06% | 261 |
|
|
2023
Q4 | $538K | Buy |
10,501
+1,571
| +18% | +$80.5K | 0.04% | 384 |
|
|
2023
Q3 | $429K | Sell |
8,930
-500
| -5% | -$24K | 0.07% | 264 |
|
|
2023
Q2 | $472K | Buy |
+9,430
| New | +$472K | 0.04% | 372 |
|