Fermata 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
Sell
2025
Q1
$209K Buy
2022
Q3
Sell
2022
Q2
$204K Sell
2022
Q1
$534K Sell
2021
Q4
$671K Sell
2021
Q3
$1.03M Sell
2021
Q2
$1.74M Buy
2021
Q1
$392K Buy