Cyndeo Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Cyndeo Wealth Partners’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$305K	Sell
2025 Q2	$303K	Buy
2025 Q1	$282K	Buy
2024 Q4	$214K	Buy
2024 Q3	$210K	Sell
2024 Q2	$208K	Buy
2024 Q1	–	Sell
2023 Q4	$317K	Buy