DHJJ Financial 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 | – | Sell |
-402
| Closed | -$20.5K | – | 991 |
|
|
2025
Q1 | $20.5K | Hold |
402
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $20.2K | Hold |
402
| – | – | 0.01% | 416 |
|
|
2024
Q3 | $21.1K | Hold |
402
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $20.2K | Hold |
402
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $20.4K | Hold |
402
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $20.6K | Hold |
402
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $19.3K | Buy |
+402
| New | +$19.3K | 0.01% | 359 |
|