EPG Wealth Management’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 | $5.61K | Hold |
109
| – | – | ﹤0.01% | 287 |
|
|
2025
Q1 | $5.57K | Sell |
109
-62
| -36% | -$3.17K | ﹤0.01% | 380 |
|
|
2024
Q4 | $8.6K | Hold |
171
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $8.99K | Buy |
+171
| New | +$8.99K | ﹤0.01% | 378 |
|
|
2024
Q2 | – | Sell |
-171
| Closed | -$8.68K | – | 402 |
|
|
2024
Q1 | $8.68K | Hold |
171
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $8.56K | Sell |
171
-21
| -11% | -$1.05K | ﹤0.01% | 382 |
|
|
2023
Q3 | $9.23K | Hold |
192
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $9.62K | Sell |
192
-105
| -35% | -$5.26K | ﹤0.01% | 358 |
|
|
2023
Q1 | $15K | Buy |
+297
| New | +$15K | ﹤0.01% | 345 |
|