Edgemoor Investment Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Hold |
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|
2025
Q2 | $697K | Buy |
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|
2025
Q1 | $680K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $9.5M | Buy |
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|
2021
Q3 | $9.53M | Sell |
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|
2021
Q2 | $11.4M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $9M | Buy |
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|
2020
Q2 | $5.46M | Buy |
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