DWM
Diversify Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Buy |
160,202
+19,448
| +14% | +$1M | 0.51% | 38 |
|
|
2025
Q1 | $7.18M | Buy |
140,754
+32,360
| +30% | +$1.65M | 0.53% | 40 |
|
|
2024
Q4 | $5.39M | Buy |
108,394
+35,272
| +48% | +$1.76M | 0.42% | 56 |
|
|
2024
Q3 | $3.75M | Buy |
73,122
+22,255
| +44% | +$1.14M | 0.36% | 72 |
|
|
2024
Q2 | $2.62M | Buy |
+50,867
| New | +$2.62M | 0.33% | 74 |
|