Avior Wealth Management’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
Q1
Sell
-138
Closed -$6.94K 2252
2024
Q4
$6.94K Sell
138
-974
-88% -$49K ﹤0.01% 1752
2024
Q3
$58.5K Sell
1,112
-128
-10% -$6.73K ﹤0.01% 1066
2024
Q2
$62.3K Buy
1,240
+826
+200% +$41.5K ﹤0.01% 1018
2024
Q1
$21K Buy
+414
New +$21K ﹤0.01% 1585
2022
Q2
Sell
-20
Closed -$1K 1238
2022
Q1
$1K Buy
+20
New +$1K ﹤0.01% 1066
2021
Q4
Sell
-98
Closed -$5K 1237
2021
Q3
$5K Buy
+98
New +$5K ﹤0.01% 857