Coppell Advisory Solutions’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
Q1
Sell
-2,120
Closed -$107K 1791
2024
Q4
$107K Sell
2,120
-108
-5% -$5.44K 0.01% 404
2024
Q3
$117K Sell
2,228
-208
-9% -$11K 0.02% 366
2024
Q2
$122K Buy
+2,436
New +$122K 0.02% 341
2023
Q4
$99.5K Buy
+1,942
New +$99.5K 0.02% 366