Carolinas Wealth Consulting’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 |
-1,510
| Closed | -$77.1K | – | 891 |
|
|
2025
Q1 | $77.1K | Buy |
1,510
+11
| +0.7% | +$562 | 0.02% | 287 |
|
|
2024
Q4 | $75.3K | Buy |
1,499
+22
| +1% | +$1.11K | 0.01% | 300 |
|
|
2024
Q3 | $77.6K | Buy |
1,477
+17
| +1% | +$893 | 0.01% | 303 |
|
|
2024
Q2 | $73.3K | Buy |
+1,460
| New | +$73.3K | 0.01% | 312 |
|
|
2023
Q3 | – | Sell |
-2,264
| Closed | -$113K | – | 1123 |
|
|
2023
Q2 | $113K | Buy |
2,264
+22
| +1% | +$1.1K | 0.02% | 244 |
|
|
2023
Q1 | $114K | Buy |
2,242
+13
| +0.6% | +$659 | 0.02% | 249 |
|
|
2022
Q4 | $109K | Buy |
2,229
+26
| +1% | +$1.28K | 0.02% | 251 |
|
|
2022
Q3 | $106K | Buy |
+2,203
| New | +$106K | 0.03% | 232 |
|
|
2022
Q1 | – | Sell |
-698
| Closed | -$42K | – | 1014 |
|
|
2021
Q4 | $42K | Buy |
+698
| New | +$42K | 0.01% | 388 |
|