Atria Wealth Solutions’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 | $2.01M | Sell |
39,093
-10,655
| -21% | -$548K | 0.05% | 419 |
|
|
2025
Q1 | $2.54M | Sell |
49,748
-23,300
| -32% | -$1.19M | 0.03% | 547 |
|
|
2024
Q4 | $3.67M | Buy |
73,048
+9,609
| +15% | +$483K | 0.04% | 437 |
|
|
2024
Q3 | $3.34M | Buy |
63,439
+8,480
| +15% | +$446K | 0.04% | 459 |
|
|
2024
Q2 | $2.76M | Sell |
54,959
-6,360
| -10% | -$319K | 0.03% | 521 |
|
|
2024
Q1 | $3.11M | Buy |
61,319
+6,041
| +11% | +$307K | 0.04% | 478 |
|
|
2023
Q4 | $2.83M | Sell |
55,278
-2,688
| -5% | -$138K | 0.04% | 485 |
|
|
2023
Q3 | $2.79M | Buy |
57,966
+2,392
| +4% | +$115K | 0.04% | 459 |
|
|
2023
Q2 | $2.78M | Buy |
55,574
+7,926
| +17% | +$397K | 0.04% | 463 |
|
|
2023
Q1 | $2.41M | Buy |
47,648
+12,572
| +36% | +$637K | 0.04% | 481 |
|
|
2022
Q4 | $1.72M | Buy |
35,076
+3,918
| +13% | +$192K | 0.03% | 567 |
|
|
2022
Q3 | $1.5M | Sell |
31,158
-7,420
| -19% | -$357K | 0.03% | 578 |
|
|
2022
Q2 | $1.97M | Buy |
38,578
+1,936
| +5% | +$98.7K | 0.04% | 436 |
|
|
2022
Q1 | $2.02M | Buy |
+36,642
| New | +$2.02M | 0.03% | 481 |
|