Erickson Financial Group’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
2026 Q1	$5.31M	Buy	103,718 +4,801	+5%	+$249K	3.33%	9
2025 Q4	$5.12M	Buy	98,917 +8,200	+9%	+$427K	3.14%	9
2025 Q3	$4.74M	Buy	90,717 +951	+1%	+$49.1K	2.98%	9
2025 Q2	$4.62M	Buy	89,766 +2,309	+3%	+$117K	3.12%	9
2025 Q1	$4.47M	Buy	87,457 +1,759	+2%	+$89.1K	3.33%	9
2024 Q4	$4.31M	Buy	85,698 +1,063	+1%	+$54.4K	3.07%	9
2024 Q3	$4.45M	Buy	84,635 +7,582	+10%	+$391K	3.19%	9
2024 Q2	$3.87M	Buy	77,053 +1,384	+2%	+$69.2K	2.95%	11
2024 Q1	$3.84M	Buy	75,669 +866	+1%	+$43.8K	3.01%	11
2023 Q4	$3.83M	Buy	74,803 +322	+0.4%	+$15.7K	3.19%	11
2023 Q3	$3.58M	Buy	74,481 +217	+0.3%	+$10.7K	3.35%	11
2023 Q2	$3.72M	Buy	74,264 +8,090	+12%	+$406K	3.38%	11
2023 Q1	$3.35M	Buy	66,174 +542	+0.8%	+$27.2K	3.33%	11
2022 Q4	$3.22M	Buy	+65,632	New	+$3.2M	3.49%	11