Delos Wealth Advisors’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 | $14.4K | Buy |
+279
| New | +$14.4K | 0.01% | 152 |
|
|
2025
Q1 | – | Sell |
-268
| Closed | -$13.5K | – | 179 |
|
|
2024
Q4 | $13.5K | Buy |
268
+17
| +7% | +$855 | 0.01% | 108 |
|
|
2024
Q3 | $13.2K | Buy |
251
+5
| +2% | +$263 | 0.01% | 103 |
|
|
2024
Q2 | $12.4K | Buy |
246
+4
| +2% | +$201 | 0.01% | 119 |
|
|
2024
Q1 | $12.3K | Buy |
242
+76
| +46% | +$3.86K | 0.01% | 111 |
|
|
2023
Q4 | $8.51K | Hold |
166
| – | – | 0.01% | 102 |
|
|
2023
Q3 | $8.22K | Sell |
166
-19
| -10% | -$941 | 0.01% | 144 |
|
|
2023
Q2 | $9.27K | Hold |
185
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $9.37K | Buy |
185
+12
| +7% | +$608 | 0.01% | 135 |
|
|
2022
Q4 | $8.5K | Sell |
173
-42
| -20% | -$2.06K | 0.01% | 143 |
|
|
2022
Q3 | $10K | Sell |
215
-7
| -3% | -$326 | 0.01% | 138 |
|
|
2022
Q2 | $11K | Buy |
222
+4
| +2% | +$198 | 0.01% | 136 |
|
|
2022
Q1 | $12K | Buy |
218
+78
| +56% | +$4.29K | 0.01% | 157 |
|
|
2021
Q4 | $8K | Hold |
140
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $8K | Buy |
+140
| New | +$8K | 0.01% | 103 |
|