Diversify Advisory Services’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 | $14.5M | Buy |
281,756
+169,687
| +151% | +$8.74M | 0.56% | 30 |
|
|
2025
Q1 | $5.71M | Buy |
112,069
+24,019
| +27% | +$1.22M | 0.36% | 48 |
|
|
2024
Q4 | $4.38M | Buy |
88,050
+4,521
| +5% | +$225K | 0.24% | 58 |
|
|
2024
Q3 | $4.29M | Buy |
83,529
+17,089
| +26% | +$877K | 0.23% | 81 |
|
|
2024
Q2 | $3.35M | Sell |
66,440
-367
| -0.5% | -$18.5K | 0.18% | 98 |
|
|
2024
Q1 | $3.35M | Buy |
+66,807
| New | +$3.35M | 0.2% | 106 |
|