Cahill Financial 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 | $536K | Buy |
+10,419
| New | +$536K | 0.07% | 158 |
|
|
2024
Q4 | – | Sell |
-3,916
| Closed | -$206K | – | 274 |
|
|
2024
Q3 | $206K | Sell |
3,916
-11,432
| -74% | -$601K | 0.03% | 249 |
|
|
2024
Q2 | $771K | Buy |
15,348
+104
| +0.7% | +$5.22K | 0.11% | 143 |
|
|
2024
Q1 | $774K | Sell |
15,244
-922
| -6% | -$46.8K | 0.11% | 144 |
|
|
2023
Q4 | $829K | Buy |
16,166
+176
| +1% | +$9.02K | 0.12% | 132 |
|
|
2023
Q3 | $769K | Buy |
15,990
+1,255
| +9% | +$60.3K | 0.13% | 131 |
|
|
2023
Q2 | $738K | Buy |
+14,735
| New | +$738K | 0.12% | 134 |
|
|
2021
Q4 | – | Sell |
-68
| Closed | -$4K | – | 759 |
|
|
2021
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 731 |
|