Financial Synergies Wealth 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 | $2.46M | Buy |
47,741
+9,036
| +23% | +$465K | 0.27% | 35 |
|
|
2025
Q1 | $1.98M | Buy |
38,705
+11,876
| +44% | +$607K | 0.24% | 35 |
|
|
2024
Q4 | $1.35M | Buy |
26,829
+8,409
| +46% | +$423K | 0.17% | 37 |
|
|
2024
Q3 | $969K | Buy |
18,420
+59
| +0.3% | +$3.1K | 0.12% | 42 |
|
|
2024
Q2 | $922K | Buy |
18,361
+3,474
| +23% | +$174K | 0.12% | 43 |
|
|
2024
Q1 | $756K | Buy |
+14,887
| New | +$756K | 0.1% | 46 |
|