B.O.S.S. Retirement Advisors’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 | – | Sell |
-23,199
| Closed | -$1.19M | – | 206 |
|
|
2025
Q1 | $1.19M | Sell |
23,199
-2,760
| -11% | -$141K | 0.34% | 62 |
|
|
2024
Q4 | $1.31M | Buy |
25,959
+21,567
| +491% | +$1.08M | 0.36% | 61 |
|
|
2024
Q3 | $231K | Buy |
+4,392
| New | +$231K | 0.05% | 192 |
|
|
2024
Q1 | – | Sell |
-15,187
| Closed | -$779K | – | 226 |
|
|
2023
Q4 | $779K | Sell |
15,187
-574
| -4% | -$29.4K | 0.15% | 160 |
|
|
2023
Q3 | $758K | Buy |
15,761
+1,555
| +11% | +$74.8K | 0.16% | 165 |
|
|
2023
Q2 | $712K | Buy |
14,206
+2,553
| +22% | +$128K | 0.15% | 172 |
|
|
2023
Q1 | $590K | Buy |
11,653
+653
| +6% | +$33.1K | 0.14% | 170 |
|
|
2022
Q4 | $540K | Buy |
+11,000
| New | +$540K | 0.14% | 166 |
|