Cyndeo Wealth 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 | $303K | Buy |
5,888
+364
| +7% | +$18.7K | 0.02% | 381 |
|
|
2025
Q1 | $282K | Buy |
5,524
+1,269
| +30% | +$64.8K | 0.02% | 373 |
|
|
2024
Q4 | $214K | Buy |
4,255
+263
| +7% | +$13.2K | 0.01% | 424 |
|
|
2024
Q3 | $210K | Sell |
3,992
-154
| -4% | -$8.1K | 0.01% | 428 |
|
|
2024
Q2 | $208K | Buy |
+4,146
| New | +$208K | 0.02% | 379 |
|
|
2024
Q1 | – | Sell |
-6,183
| Closed | -$317K | – | 399 |
|
|
2023
Q4 | $317K | Buy |
+6,183
| New | +$317K | 0.03% | 307 |
|