Compass Financial Group (Florida)’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 | $2.23M | Sell |
|
|||||
|
2025
Q1 | $2.26M | Buy |
|
|||||
|
2024
Q4 | $2.22M | Buy |
|
|||||
|
2024
Q3 | $2.32M | Buy |
|
|||||
|
2024
Q2 | $2.14M | Buy |
|
|||||
|
2024
Q1 | $2.13M | Sell |
|
|||||
|
2023
Q4 | $2.16M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $6.29M | Buy |
|
|||||
|
2022
Q1 | $6.76M | Sell |
|
|||||
|
2021
Q4 | $7.38M | Buy |
|
|||||
|
2021
Q3 | $7.33M | Sell |
|
|||||
|
2021
Q2 | $7.43M | Buy |
|
|||||
|
2021
Q1 | $7.21M | Sell |
|
|||||
|
2020
Q4 | $7.78M | Sell |
|
|||||
|
2020
Q3 | $7.68M | Buy |
|