Carson Wealth (CWM 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
Q3 | $5.34M | Buy |
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|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $24.6M | Sell |
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|
2024
Q1 | $27.1M | Sell |
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|
2023
Q4 | $86.6M | Sell |
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|
2023
Q3 | $85.8M | Buy |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $29.1M | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q2 | $19.6M | Hold |
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|
2021
Q1 | $19.6M | Hold |
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|
2020
Q4 | $19.6M | Hold |
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|
2020
Q3 | $19.6M | Hold |
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|
2020
Q2 | $19.6M | Hold |
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|
2020
Q1 | $19.6M | Hold |
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|
2019
Q4 | $19.6M | Hold |
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|
2019
Q3 | $19.6M | Hold |
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|
2019
Q2 | $19.6M | Hold |
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|
2019
Q1 | $19.6M | Sell |
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|
2018
Q4 | $35.7M | Buy |
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|
2018
Q3 | $28.5M | Sell |
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|
2018
Q2 | $46.3M | Buy |
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|
2018
Q1 | $43.3M | Buy |
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|
2017
Q4 | $39.9M | Buy |
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|
2017
Q3 | $30.3M | Buy |
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|
2017
Q2 | $26M | Buy |
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|
2017
Q1 | $21.6M | Buy |
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|
2016
Q4 | $18.9M | Sell |
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|
2016
Q3 | $19.8M | Buy |
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|
2016
Q2 | $16.5M | Buy |
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|
2016
Q1 | $5.97M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Buy |
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