Clearwater Capital Advisors’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 | $395K | Buy |
7,676
+199
| +3% | +$10.2K | 0.04% | 122 |
|
|
2025
Q1 | $382K | Sell |
7,477
-340
| -4% | -$17.4K | 0.04% | 125 |
|
|
2024
Q4 | $393K | Buy |
7,817
+66
| +0.9% | +$3.32K | 0.04% | 126 |
|
|
2024
Q3 | $408K | Sell |
7,751
-460
| -6% | -$24.2K | 0.04% | 125 |
|
|
2024
Q2 | $412K | Sell |
8,211
-108
| -1% | -$5.42K | 0.04% | 110 |
|
|
2024
Q1 | $422K | Sell |
8,319
-4
| -0% | -$203 | 0.05% | 102 |
|
|
2023
Q4 | $427K | Buy |
+8,323
| New | +$427K | 0.05% | 99 |
|