Erickson Financial Group’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 | $4.62M | Buy |
89,766
+2,309
| +3% | +$119K | 3.12% | 9 |
|
|
2025
Q1 | $4.47M | Buy |
87,457
+1,759
| +2% | +$89.9K | 3.33% | 9 |
|
|
2024
Q4 | $4.31M | Buy |
85,698
+1,063
| +1% | +$53.4K | 3.07% | 9 |
|
|
2024
Q3 | $4.45M | Buy |
84,635
+7,582
| +10% | +$399K | 3.19% | 9 |
|
|
2024
Q2 | $3.87M | Buy |
77,053
+1,384
| +2% | +$69.5K | 2.95% | 11 |
|
|
2024
Q1 | $3.84M | Buy |
75,669
+866
| +1% | +$44K | 3.01% | 11 |
|
|
2023
Q4 | $3.83M | Buy |
74,803
+322
| +0.4% | +$16.5K | 3.19% | 11 |
|
|
2023
Q3 | $3.58M | Buy |
74,481
+217
| +0.3% | +$10.4K | 3.35% | 11 |
|
|
2023
Q2 | $3.72M | Buy |
74,264
+8,090
| +12% | +$405K | 3.38% | 11 |
|
|
2023
Q1 | $3.35M | Buy |
66,174
+542
| +0.8% | +$27.5K | 3.33% | 11 |
|
|
2022
Q4 | $3.22M | Buy |
+65,632
| New | +$3.22M | 3.49% | 11 |
|