BerganKDV Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.99M Sell
2023
Q1
$2.21M Sell
2022
Q4
$3.02M Buy
2022
Q3
$2.75M Buy
2022
Q2
$2.8M Buy
2022
Q1
$2.18M Sell
2021
Q4
$2.7M Buy
2021
Q3
$2.53M Buy
2021
Q2
$1.26M Buy
2021
Q1
$1.11M Buy