Financial Synergies Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio USIG Stock Details USIG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.15M	Sell
2025 Q2	$2.46M	Buy
2025 Q1	$1.98M	Buy
2024 Q4	$1.35M	Buy
2024 Q3	$969K	Buy
2024 Q2	$922K	Buy
2024 Q1	$756K	Buy