Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $1.84M | Sell |
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2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.42M | Sell |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $4.19M | Sell |
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|
2021
Q2 | $4.76M | Buy |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $991K | Buy |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $22K | Sell |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $40K | Buy |
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