Evergreen Capital 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 | $248K | Hold |
4,829
| – | – | 0.01% | 889 |
|
|
2025
Q1 | $247K | Hold |
4,829
| – | – | 0.01% | 869 |
|
|
2024
Q4 | $243K | Hold |
4,829
| – | – | 0.01% | 858 |
|
|
2024
Q3 | $254K | Hold |
4,829
| – | – | 0.01% | 800 |
|
|
2024
Q2 | $242K | Hold |
4,829
| – | – | 0.01% | 753 |
|
|
2024
Q1 | $245K | Hold |
4,829
| – | – | 0.01% | 716 |
|
|
2023
Q4 | $248K | Hold |
4,829
| – | – | 0.01% | 679 |
|
|
2023
Q3 | $232K | Hold |
4,829
| – | – | 0.01% | 654 |
|
|
2023
Q2 | $242K | Buy |
4,829
+229
| +5% | +$11.5K | 0.01% | 646 |
|
|
2023
Q1 | $233K | Hold |
4,600
| – | – | 0.01% | 608 |
|
|
2022
Q4 | $226K | Hold |
4,600
| – | – | 0.01% | 570 |
|
|
2022
Q3 | $221K | Buy |
+4,600
| New | +$221K | 0.01% | 527 |
|