Creative Planning’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
Q2 | $1.65M | Sell |
|
|||||
|
2025
Q1 | $1.65M | Buy |
|
|||||
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $855K | Sell |
|
|||||
|
2024
Q2 | $990K | Sell |
|
|||||
|
2024
Q1 | $1.67M | Buy |
|
|||||
|
2023
Q4 | $1.63M | Sell |
|
|||||
|
2023
Q3 | $1.73M | Buy |
|
|||||
|
2023
Q2 | $1.3M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $210K | Buy |
|
|||||
|
2022
Q1 | $224K | Sell |
|
|||||
|
2021
Q4 | $251K | Sell |
|
|||||
|
2021
Q3 | $265K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $260K | Buy |
|
|||||
|
2020
Q4 | $207K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $66K | Buy |
|
|||||
|
2017
Q1 | $40K | Buy |
|
|||||
|
2016
Q4 | $26K | Sell |
|
|||||
|
2016
Q3 | $57K | Buy |
|
|||||
|
2016
Q2 | $27K | Hold |
|
|||||
|
2016
Q1 | $26K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $1K | Hold |
|
|||||
|
2014
Q2 | $1K | Sell |
|
|||||
|
2014
Q1 | $16K | Sell |
|
|||||
|
2013
Q4 | $260K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $186K | Buy |
|