Cerity Partners’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 | $801K | Sell |
15,572
-119,134
| -88% | -$6.13M | ﹤0.01% | 1620 |
|
|
2025
Q1 | $6.88M | Sell |
134,706
-115,098
| -46% | -$5.88M | 0.01% | 614 |
|
|
2024
Q4 | $12.6M | Sell |
249,804
-4,105
| -2% | -$206K | 0.03% | 425 |
|
|
2024
Q3 | $13.4M | Sell |
253,909
-13,933
| -5% | -$733K | 0.03% | 413 |
|
|
2024
Q2 | $13.4M | Sell |
267,842
-58,784
| -18% | -$2.95M | 0.04% | 350 |
|
|
2024
Q1 | $16.6M | Buy |
326,626
+6,545
| +2% | +$332K | 0.04% | 335 |
|
|
2023
Q4 | $16.4M | Sell |
320,081
-649
| -0.2% | -$33.3K | 0.05% | 277 |
|
|
2023
Q3 | $15.4M | Sell |
320,730
-41,323
| -11% | -$1.99M | 0.08% | 226 |
|
|
2023
Q2 | $18.1M | Buy |
362,053
+349,111
| +2,698% | +$17.5M | 0.07% | 242 |
|
|
2023
Q1 | $656K | Buy |
+12,942
| New | +$656K | ﹤0.01% | 1162 |
|