Center for Financial Planning’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 |
-359
| Closed | -$18.3K | – | 717 |
|
|
2025
Q1 | $18.3K | Buy |
+359
| New | +$18.3K | ﹤0.01% | 401 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$3.26K | – | 572 |
|
|
2023
Q2 | $3.26K | Buy |
+65
| New | +$3.26K | ﹤0.01% | 473 |
|
|
2020
Q2 | – | Sell |
-674
| Closed | -$38K | – | 574 |
|
|
2020
Q1 | $38K | Buy |
+674
| New | +$38K | 0.01% | 199 |
|