Fort Point Capital Partners’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 | $214K | Buy |
+4,167
| New | +$214K | 0.02% | 295 |
|
|
2024
Q3 | – | Sell |
-4,788
| Closed | -$240K | – | 330 |
|
|
2024
Q2 | $240K | Buy |
4,788
+258
| +6% | +$13K | 0.03% | 278 |
|
|
2024
Q1 | $230K | Sell |
4,530
-1,832
| -29% | -$93K | 0.03% | 289 |
|
|
2023
Q4 | $326K | Buy |
6,362
+1,853
| +41% | +$95K | 0.05% | 222 |
|
|
2023
Q3 | $217K | Sell |
4,509
-784
| -15% | -$37.7K | 0.03% | 245 |
|
|
2023
Q2 | $265K | Sell |
5,293
-613
| -10% | -$30.7K | 0.04% | 223 |
|
|
2023
Q1 | $299K | Buy |
5,906
+647
| +12% | +$32.8K | 0.05% | 208 |
|
|
2022
Q4 | $258K | Sell |
5,259
-3,354
| -39% | -$165K | 0.04% | 217 |
|
|
2022
Q3 | $414K | Buy |
+8,613
| New | +$414K | 0.07% | 158 |
|