Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.4M | Buy |
505,032
+16,326
| +3% | +$821K | 0.77% | 40 |
|
|
2024
Q3 | $25.7M | Buy |
488,706
+57,850
| +13% | +$3.04M | 0.77% | 42 |
|
|
2024
Q2 | $21.6M | Buy |
430,856
+19,007
| +5% | +$954K | 0.69% | 47 |
|
|
2024
Q1 | $20.9M | Buy |
411,849
+15,980
| +4% | +$811K | 0.67% | 45 |
|
|
2023
Q4 | $20.3M | Sell |
395,869
-4,220
| -1% | -$216K | 0.69% | 45 |
|
|
2023
Q3 | $19.2M | Buy |
400,089
+14,095
| +4% | +$678K | 0.72% | 46 |
|
|
2023
Q2 | $19.3M | Buy |
385,994
+3,009
| +0.8% | +$151K | 0.7% | 42 |
|
|
2023
Q1 | $19.4M | Buy |
382,985
+30,404
| +9% | +$1.54M | 0.76% | 39 |
|
|
2022
Q4 | $17.3M | Buy |
+352,581
| New | +$17.3M | 0.7% | 46 |
|