Arkadios 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 | $831K | Buy |
16,161
+390
| +2% | +$20.1K | 0.02% | 630 |
|
|
2025
Q1 | $806K | Buy |
15,771
+491
| +3% | +$25.1K | 0.03% | 529 |
|
|
2024
Q4 | $768K | Buy |
15,280
+3,949
| +35% | +$199K | 0.04% | 397 |
|
|
2024
Q3 | $596K | Buy |
11,331
+525
| +5% | +$27.6K | 0.03% | 484 |
|
|
2024
Q2 | $543K | Buy |
10,806
+3,230
| +43% | +$162K | 0.04% | 446 |
|
|
2024
Q1 | $385K | Buy |
7,576
+1,418
| +23% | +$72K | 0.03% | 461 |
|
|
2023
Q4 | $316K | Buy |
6,158
+382
| +7% | +$19.6K | 0.03% | 508 |
|
|
2023
Q3 | $278K | Buy |
+5,776
| New | +$278K | 0.03% | 512 |
|
|
2021
Q2 | – | Sell |
-291
| Closed | -$17K | – | 2050 |
|
|
2021
Q1 | $17K | Buy |
+291
| New | +$17K | ﹤0.01% | 1032 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2.15K | – | 1302 |
|
|
2019
Q4 | $2.15K | Buy |
+36
| New | +$2.15K | ﹤0.01% | 813 |
|