Cosner Financial Group’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 | $16.1M | Buy |
313,541
+19,424
| +7% | +$999K | 8.98% | 3 |
|
|
2025
Q1 | $15M | Buy |
294,117
+61,079
| +26% | +$3.12M | 9.19% | 3 |
|
|
2024
Q4 | $11.7M | Buy |
233,038
+18,815
| +9% | +$946K | 7.42% | 6 |
|
|
2024
Q3 | $11.3M | Buy |
214,223
+3,379
| +2% | +$178K | 7.26% | 7 |
|
|
2024
Q2 | $10.6M | Sell |
210,844
-20,483
| -9% | -$1.03M | 7.49% | 7 |
|
|
2024
Q1 | $11.7M | Buy |
231,327
+3,629
| +2% | +$184K | 8.41% | 4 |
|
|
2023
Q4 | $11.7M | Sell |
227,698
-1,090
| -0.5% | -$55.9K | 9.86% | 4 |
|
|
2023
Q3 | $11M | Buy |
+228,788
| New | +$11M | 9.69% | 2 |
|