Capstone Wealth Management Group (Pennsylvania)’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 | – | Sell |
-23,124
| Closed | -$1.18M | – | 73 |
|
|
2025
Q1 | $1.18M | Sell |
23,124
-2,275
| -9% | -$116K | 0.67% | 35 |
|
|
2024
Q4 | $1.28M | Sell |
25,399
-23,240
| -48% | -$1.17M | 0.68% | 38 |
|
|
2024
Q3 | $2.56M | Buy |
48,639
+27,619
| +131% | +$1.45M | 1.51% | 19 |
|
|
2024
Q2 | $1.06M | Buy |
21,020
+233
| +1% | +$11.7K | 0.69% | 35 |
|
|
2024
Q1 | $1.06M | Buy |
20,787
+147
| +0.7% | +$7.46K | 0.76% | 35 |
|
|
2023
Q4 | $1.06M | Buy |
+20,640
| New | +$1.06M | 1% | 27 |
|