Farther Finance Advisors’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 | $137K | Sell |
2,671
-3,563
| -57% | -$183K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $318K | Buy |
6,234
+1,695
| +37% | +$86.5K | 0.01% | 1014 |
|
|
2024
Q4 | $228K | Sell |
4,539
-2,267
| -33% | -$114K | 0.01% | 928 |
|
|
2024
Q3 | $358K | Buy |
6,806
+3,090
| +83% | +$162K | 0.01% | 731 |
|
|
2024
Q2 | $185K | Buy |
3,716
+1,731
| +87% | +$86.2K | 0.01% | 863 |
|
|
2024
Q1 | $99.7K | Buy |
1,985
+57
| +3% | +$2.86K | 0.01% | 945 |
|
|
2023
Q4 | $98.8K | Buy |
1,928
+174
| +10% | +$8.92K | 0.01% | 805 |
|
|
2023
Q3 | $84.3K | Buy |
1,754
+1,282
| +272% | +$61.6K | 0.01% | 620 |
|
|
2023
Q2 | $23.6K | Buy |
472
+167
| +55% | +$8.36K | 0.01% | 949 |
|
|
2023
Q1 | $15.5K | Buy |
305
+93
| +44% | +$4.71K | ﹤0.01% | 978 |
|
|
2022
Q4 | $10.4K | Buy |
+212
| New | +$10.4K | ﹤0.01% | 932 |
|