EWA
EverSource Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
41,167
+4,091
| +11% | +$210K | 0.1% | 158 |
|
|
2025
Q1 | $1.89M | Sell |
37,076
-547
| -1% | -$27.9K | 0.1% | 156 |
|
|
2024
Q4 | $1.89M | Sell |
37,623
-1,997
| -5% | -$100K | 0.11% | 155 |
|
|
2024
Q3 | $2.08M | Buy |
39,620
+6,392
| +19% | +$336K | 0.13% | 137 |
|
|
2024
Q2 | $1.7M | Buy |
33,228
+4,318
| +15% | +$221K | 0.11% | 149 |
|
|
2024
Q1 | $1.43M | Buy |
28,910
+3,147
| +12% | +$155K | 0.11% | 147 |
|
|
2023
Q4 | $1.32M | Buy |
25,763
+6,937
| +37% | +$356K | 0.12% | 146 |
|
|
2023
Q3 | $905K | Buy |
18,826
+3,391
| +22% | +$163K | 0.1% | 163 |
|
|
2023
Q2 | $773K | Buy |
15,435
+2,235
| +17% | +$112K | 0.09% | 187 |
|
|
2023
Q1 | $669K | Buy |
13,200
+2,160
| +20% | +$109K | 0.08% | 182 |
|
|
2022
Q4 | $542K | Sell |
11,040
-2,148
| -16% | -$105K | 0.08% | 184 |
|
|
2022
Q3 | $634K | Buy |
13,188
+29
| +0.2% | +$1.39K | 0.15% | 137 |
|
|
2022
Q2 | $671K | Sell |
13,159
-2,954
| -18% | -$151K | 0.17% | 111 |
|
|
2022
Q1 | $887K | Buy |
16,113
+8,501
| +112% | +$468K | 0.23% | 84 |
|
|
2021
Q4 | $455K | Buy |
+7,612
| New | +$455K | 0.13% | 126 |
|