Envestnet Portfolio Solutions’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 | $3.15M | Buy |
61,328
+2,558
| +4% | +$132K | 0.01% | 454 |
|
|
2025
Q1 | $3M | Sell |
58,770
-11,164
| -16% | -$570K | 0.01% | 487 |
|
|
2024
Q4 | $3.52M | Sell |
69,934
-6,966
| -9% | -$350K | 0.01% | 490 |
|
|
2024
Q3 | $4.04M | Sell |
76,900
-14,045
| -15% | -$738K | 0.01% | 445 |
|
|
2024
Q2 | $4.57M | Sell |
90,945
-2,391
| -3% | -$120K | 0.02% | 392 |
|
|
2024
Q1 | $4.74M | Sell |
93,336
-7,263
| -7% | -$369K | 0.02% | 387 |
|
|
2023
Q4 | $5.16M | Buy |
100,599
+7,781
| +8% | +$399K | 0.02% | 321 |
|
|
2023
Q3 | $4.46M | Buy |
+92,818
| New | +$4.46M | 0.02% | 336 |
|