Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
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|
2025
Q1 | $7.66K | Hold |
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|
2024
Q4 | $7.54K | Buy |
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|
2024
Q3 | $6.68K | Buy |
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|
2024
Q2 | $2.21K | Hold |
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|
2024
Q1 | $2.23K | Hold |
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|
2023
Q4 | $2.25K | Sell |
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|
2023
Q3 | $19.9K | Hold |
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|
2023
Q2 | $20.8K | Hold |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $51.1K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $9.23M | Buy |
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|
2020
Q2 | $8.68M | Buy |
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|
2020
Q1 | $7.21M | Buy |
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