EWM
Empirical 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 | – | Sell |
-3,916
| Closed | -$200K | – | 728 |
|
|
2025
Q1 | $200K | Buy |
+3,916
| New | +$200K | 0.01% | 613 |
|
|
2017
Q2 | – | Sell |
-5,244
| Closed | -$576K | – | 137 |
|
|
2017
Q1 | $576K | Buy |
5,244
+1,979
| +61% | +$217K | 0.14% | 77 |
|
|
2016
Q4 | $357K | Buy |
3,265
+1,420
| +77% | +$155K | 0.09% | 91 |
|
|
2016
Q3 | $210K | Buy |
+1,845
| New | +$210K | 0.05% | 104 |
|