DHK 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 | $556K | Sell |
10,800
-10,800
| -50% | -$556K | 0.32% | 58 |
|
|
2025
Q1 | $1.1M | Buy |
21,600
+10,800
| +100% | +$552K | 0.61% | 36 |
|
|
2024
Q4 | $543K | Hold |
10,800
| – | – | 0.33% | 51 |
|
|
2024
Q3 | $568K | Buy |
+10,800
| New | +$568K | 0.35% | 48 |
|
|
2024
Q2 | – | Sell |
-9,127
| Closed | -$463K | – | 94 |
|
|
2024
Q1 | $463K | Sell |
9,127
-1,008
| -10% | -$51.2K | 0.33% | 61 |
|
|
2023
Q4 | $520K | Sell |
10,135
-3,894
| -28% | -$200K | 0.39% | 52 |
|
|
2023
Q3 | $674K | Buy |
14,029
+1,440
| +11% | +$69.2K | 0.6% | 39 |
|
|
2023
Q2 | $631K | Hold |
12,589
| – | – | 0.54% | 43 |
|
|
2023
Q1 | $638K | Buy |
+12,589
| New | +$638K | 0.79% | 29 |
|