Cumberland Partners’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
$860K Buy
16,710
+4,135
+33% +$213K 0.06% 140
2025
Q1
$642K Buy
12,575
+1,605
+15% +$82K 0.05% 144
2024
Q4
$552K Buy
10,970
+3,890
+55% +$196K 0.04% 146
2024
Q3
$372K Buy
+7,080
New +$372K 0.03% 160