Creative Financial Designs’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Creative Financial Designs’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$95K	Hold	1,848	–	–	0.01%	680
2025 Q1	$94.4K	Hold	1,848	–	–	0.01%	635
2024 Q4	$92.9K	Buy	1,848 +473	+34%	+$23.8K	0.01%	623
2024 Q3	$72.3K	Sell	1,375 -11	-0.8%	-$578	0.01%	674
2024 Q2	$69.6K	Buy	1,386 +4	+0.3%	+$201	0.01%	665
2024 Q1	$70.2K	Buy	1,382 +7	+0.5%	+$355	0.01%	642
2023 Q4	$70.5K	Buy	1,375 +321	+30%	+$16.5K	0.01%	602
2023 Q3	$50.7K	Hold	1,054	–	–	0.01%	632
2023 Q2	$52.8K	Buy	1,054 +45	+4%	+$2.25K	0.01%	624
2023 Q1	$51.1K	Hold	1,009	–	–	0.01%	591
2022 Q4	$49.5K	Hold	1,009	–	–	0.01%	575
2022 Q3	$48K	Hold	1,009	–	–	0.01%	559
2022 Q2	$51K	Hold	1,009	–	–	0.01%	543
2022 Q1	$56K	Hold	1,009	–	–	0.01%	548
2021 Q4	$60K	Hold	1,009	–	–	0.01%	535
2021 Q3	$61K	Hold	1,009	–	–	0.01%	565
2021 Q2	$61K	Sell	1,009 -2,144	-68%	-$130K	0.01%	551
2021 Q1	$186K	Sell	3,153 -652	-17%	-$38.5K	0.04%	283
2020 Q4	$236K	Sell	3,805 -1,321	-26%	-$81.9K	0.05%	234
2020 Q3	$312K	Sell	5,126 -3,670	-42%	-$223K	0.08%	189
2020 Q2	$531K	Buy	8,796 +1,686	+24%	+$102K	0.16%	108
2020 Q1	$398K	Sell	7,110 -40,727	-85%	-$2.28M	0.2%	79
2019 Q4	$2.8M	Buy	47,837 +9,059	+23%	+$529K	1.25%	21
2019 Q3	$2.26M	Buy	38,778 +6,708	+21%	+$390K	1.22%	21
2019 Q2	$1.82M	Buy	32,070 +2,759	+9%	+$157K	0.99%	27
2019 Q1	$1.62M	Buy	29,311 +24,629	+526%	+$1.36M	0.97%	29
2018 Q4	$248K	Buy	4,682 +3,123	+200%	+$165K	0.18%	95
2018 Q3	$84K	Buy	1,559 +1	+0.1%	+$54	0.05%	173
2018 Q2	$83K	Hold	1,558	–	–	0.05%	193
2018 Q1	$85K	Hold	1,558	–	–	0.05%	182
2017 Q4	$87K	Sell	1,558 -152	-9%	-$8.49K	0.06%	181
2017 Q3	$96K	Buy	1,710 +4	+0.2%	+$225	0.06%	187
2017 Q2	$95K	Buy	1,706 +616	+57%	+$34.3K	0.06%	185
2017 Q1	$60K	Hold	1,090	–	–	0.04%	220
2016 Q4	$60K	Buy	+1,090	New	+$60K	0.05%	214