Clearstead Advisors’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
Q2 | $165K | Hold |
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2025
Q1 | $164K | Sell |
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|
2024
Q4 | $163K | Sell |
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2024
Q3 | $177K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $2.81K | Hold |
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|
2023
Q1 | $2.84K | Sell |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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