EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $455K | Buy |
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