Congress Wealth Management’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 | $270K | Buy |
+5,240
| New | +$270K | ﹤0.01% | 1094 |
|
|
2023
Q4 | – | Sell |
-4,223
| Closed | -$203K | – | 669 |
|
|
2023
Q3 | $203K | Sell |
4,223
-1,160
| -22% | -$55.8K | ﹤0.01% | 583 |
|
|
2023
Q2 | $270K | Buy |
5,383
+13
| +0.2% | +$651 | 0.01% | 496 |
|
|
2023
Q1 | $272K | Sell |
5,370
-3,893
| -42% | -$197K | 0.01% | 495 |
|
|
2022
Q4 | $455K | Buy |
+9,263
| New | +$455K | 0.01% | 420 |
|
|
2022
Q2 | – | Sell |
-9,167
| Closed | -$505K | – | 618 |
|
|
2022
Q1 | $505K | Sell |
9,167
-36,857
| -80% | -$2.03M | 0.01% | 444 |
|
|
2021
Q4 | $2.75M | Buy |
+46,024
| New | +$2.75M | 0.05% | 280 |
|