Destiny 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 | $256K | Hold |
4,982
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $254K | Hold |
4,982
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $250K | Hold |
4,982
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $262K | Hold |
4,982
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $250K | Hold |
4,982
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $253K | Hold |
4,982
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $253K | Hold |
4,982
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $239K | Hold |
4,982
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $250K | Sell |
4,982
-285
| -5% | -$14.3K | 0.05% | 149 |
|
|
2023
Q1 | $267K | Sell |
5,267
-201
| -4% | -$10.2K | 0.06% | 155 |
|
|
2022
Q4 | $269K | Buy |
5,468
+206
| +4% | +$10.1K | 0.06% | 166 |
|
|
2022
Q3 | $253K | Sell |
5,262
-649
| -11% | -$31.2K | 0.06% | 169 |
|
|
2022
Q2 | $301K | Sell |
5,911
-2,987
| -34% | -$152K | 0.07% | 124 |
|
|
2022
Q1 | $490K | Sell |
8,898
-136
| -2% | -$7.49K | 0.1% | 97 |
|
|
2021
Q4 | $540K | Hold |
9,034
| – | – | 0.1% | 106 |
|
|
2021
Q3 | $543K | Sell |
9,034
-1,995
| -18% | -$120K | 0.11% | 104 |
|
|
2021
Q2 | $668K | Sell |
11,029
-203
| -2% | -$12.3K | 0.13% | 104 |
|
|
2021
Q1 | $663K | Sell |
11,232
-1,102
| -9% | -$65K | 0.14% | 89 |
|
|
2020
Q4 | $764K | Buy |
+12,334
| New | +$764K | 0.16% | 83 |
|