Avantax Advisory Services’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 | $4.51M | Buy |
87,669
+7,958
| +10% | +$409K | 0.02% | 479 |
|
|
2025
Q1 | $4.07M | Buy |
79,711
+3,354
| +4% | +$171K | 0.02% | 488 |
|
|
2024
Q4 | $3.84M | Sell |
76,357
-2,063
| -3% | -$104K | 0.02% | 483 |
|
|
2024
Q3 | $4.12M | Buy |
78,420
+6,379
| +9% | +$335K | 0.03% | 442 |
|
|
2024
Q2 | $3.62M | Buy |
72,041
+66,813
| +1,278% | +$3.35M | 0.03% | 470 |
|
|
2024
Q1 | $265K | Buy |
5,228
+936
| +22% | +$47.5K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $220K | Sell |
4,292
-2,132
| -33% | -$109K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $309K | Buy |
+6,424
| New | +$309K | ﹤0.01% | 1182 |
|
|
2020
Q2 | – | Sell |
-3,572
| Closed | -$200K | – | 896 |
|
|
2020
Q1 | $200K | Buy |
+3,572
| New | +$200K | 0.01% | 724 |
|