Azimuth Capital Investment 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
Q2 | $248K | Buy |
4,818
+310
| +7% | +$15.9K | 0.01% | 279 |
|
2025
Q1 | $230K | Buy |
4,508
+268
| +6% | +$13.7K | 0.01% | 285 |
|
2024
Q4 | $213K | Sell |
4,240
-95
| -2% | -$4.78K | 0.01% | 293 |
|
2024
Q3 | $228K | Sell |
4,335
-115
| -3% | -$6.05K | 0.01% | 292 |
|
2024
Q2 | $223K | Sell |
4,450
-5
| -0.1% | -$251 | 0.01% | 293 |
|
2024
Q1 | $226K | Sell |
4,455
-410
| -8% | -$20.8K | 0.01% | 290 |
|
2023
Q4 | $249K | Buy |
4,865
+480
| +11% | +$24.6K | 0.01% | 280 |
|
2023
Q3 | $211K | Sell |
4,385
-1,476
| -25% | -$71K | 0.01% | 285 |
|
2023
Q2 | $294K | Sell |
5,861
-20
| -0.3% | -$1K | 0.01% | 276 |
|
2023
Q1 | $298K | Buy |
5,881
+1,530
| +35% | +$77.5K | 0.01% | 272 |
|
2022
Q4 | $214K | Buy |
+4,351
| New | +$214K | 0.01% | 299 |
|