B. Riley Wealth 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 | $571K | Buy |
+11,091
| New | +$571K | 0.03% | 477 |
|
|
2024
Q4 | $444K | Buy |
+8,837
| New | +$444K | 0.01% | 734 |
|
|
2024
Q2 | – | Sell |
-5,111
| Closed | -$246K | – | 1603 |
|
|
2024
Q1 | $246K | Buy |
5,111
+832
| +19% | +$40K | 0.01% | 1154 |
|
|
2023
Q4 | $219K | Sell |
4,279
-832
| -16% | -$42.6K | 0.01% | 1212 |
|
|
2023
Q3 | $246K | Buy |
5,111
+10
| +0.2% | +$481 | 0.01% | 1154 |
|
|
2023
Q2 | $256K | Buy |
5,101
+1,071
| +27% | +$53.6K | 0.01% | 1209 |
|
|
2023
Q1 | $204K | Sell |
4,030
-122
| -3% | -$6.18K | 0.01% | 1289 |
|
|
2022
Q4 | $204K | Sell |
4,152
-713
| -15% | -$35K | 0.01% | 1255 |
|
|
2022
Q3 | $234K | Sell |
4,865
-220
| -4% | -$10.6K | 0.01% | 1154 |
|
|
2022
Q2 | $260K | Buy |
5,085
+262
| +5% | +$13.4K | 0.01% | 942 |
|
|
2022
Q1 | $266K | Buy |
4,823
+10
| +0.2% | +$552 | 0.01% | 1069 |
|
|
2021
Q4 | $288K | Buy |
4,813
+50
| +1% | +$2.99K | 0.01% | 1099 |
|
|
2021
Q3 | $287K | Buy |
4,763
+31
| +0.7% | +$1.87K | 0.01% | 1063 |
|
|
2021
Q2 | $287K | Buy |
4,732
+40
| +0.9% | +$2.43K | 0.01% | 1048 |
|
|
2021
Q1 | $277K | Buy |
4,692
+740
| +19% | +$43.7K | 0.01% | 1037 |
|
|
2020
Q4 | $245K | Sell |
3,952
-283
| -7% | -$17.5K | 0.01% | 859 |
|
|
2020
Q3 | $258K | Buy |
+4,235
| New | +$258K | 0.01% | 759 |
|