Chicago Partners Investment Group’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 | $305K | Hold |
5,963
| – | – | 0.01% | 827 |
|
|
2025
Q1 | $301K | Sell |
5,963
-67
| -1% | -$3.38K | 0.01% | 687 |
|
|
2024
Q4 | $302K | Hold |
6,030
| – | – | 0.01% | 653 |
|
|
2024
Q3 | $309K | Hold |
6,030
| – | – | 0.01% | 615 |
|
|
2024
Q2 | $307K | Hold |
6,030
| – | – | 0.01% | 586 |
|
|
2024
Q1 | $299K | Buy |
6,030
+48
| +0.8% | +$2.38K | 0.01% | 568 |
|
|
2023
Q4 | $303K | Buy |
+5,982
| New | +$303K | 0.01% | 541 |
|
|
2017
Q3 | – | Sell |
-1,470
| Closed | -$80K | – | 981 |
|
|
2017
Q2 | $80K | Buy |
+1,470
| New | +$80K | 0.02% | 308 |
|