Bartlett & Co 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
Q2 | $14.2M | Buy |
276,349
+28,389
| +11% | +$1.46M | 0.2% | 83 |
|
|
2025
Q1 | $12.7M | Buy |
247,960
+26,730
| +12% | +$1.37M | 0.19% | 90 |
|
|
2024
Q4 | $11.1M | Buy |
221,230
+19,777
| +10% | +$994K | 0.16% | 98 |
|
|
2024
Q3 | $10.6M | Buy |
201,453
+36,838
| +22% | +$1.94M | 0.15% | 100 |
|
|
2024
Q2 | $8.27M | Buy |
164,615
+25,809
| +19% | +$1.3M | 0.13% | 106 |
|
|
2024
Q1 | $7.05M | Buy |
138,806
+45,120
| +48% | +$2.29M | 0.11% | 117 |
|
|
2023
Q4 | $4.81M | Buy |
+93,686
| New | +$4.81M | 0.08% | 140 |
|
|
2023
Q1 | – | Sell |
-876
| Closed | -$43K | – | 1109 |
|
|
2022
Q4 | $43K | Buy |
+876
| New | +$43K | ﹤0.01% | 604 |
|