Avidian Wealth Enterprises’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
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|
2025
Q1 | $65.1M | Buy |
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|
2024
Q4 | $52.2M | Buy |
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|
2024
Q3 | $51.1M | Buy |
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|
2024
Q2 | $47.1M | Buy |
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|
2024
Q1 | $45.4M | Buy |
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|
2023
Q4 | $34.6M | Buy |
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|
2023
Q3 | $25.8M | Buy |
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|
2023
Q2 | $24.3M | Buy |
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|
2023
Q1 | $23.1M | Buy |
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|
2022
Q4 | $20.8M | Sell |
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|
2022
Q3 | $21.7M | Sell |
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|
2022
Q2 | $24.1M | Sell |
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|
2022
Q1 | $26.6M | Sell |
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|
2021
Q4 | $30.3M | Buy |
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|
2021
Q3 | $30.3M | Buy |
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|
2021
Q2 | $29.2M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $20.1M | Buy |
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|
2020
Q3 | $13.5M | Buy |
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|
2020
Q2 | $5.26M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $345K | Buy |
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