Foundations Investment 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 | $678K | Buy |
13,175
+1,508
| +13% | +$77.6K | 0.01% | 512 |
|
|
2025
Q1 | $596K | Sell |
11,667
-7,198
| -38% | -$368K | 0.01% | 531 |
|
|
2024
Q4 | $949K | Sell |
18,865
-3,603
| -16% | -$181K | 0.02% | 410 |
|
|
2024
Q3 | $1.18M | Buy |
22,468
+9,234
| +70% | +$486K | 0.02% | 336 |
|
|
2024
Q2 | $665K | Buy |
13,234
+581
| +5% | +$29.2K | 0.02% | 433 |
|
|
2024
Q1 | $642K | Sell |
12,653
-2,234
| -15% | -$113K | 0.02% | 415 |
|
|
2023
Q4 | $764K | Sell |
14,887
-6,659
| -31% | -$342K | 0.02% | 351 |
|
|
2023
Q3 | $1.04M | Buy |
21,546
+2,494
| +13% | +$120K | 0.03% | 278 |
|
|
2023
Q2 | $954K | Buy |
19,052
+12,987
| +214% | +$651K | 0.03% | 268 |
|
|
2023
Q1 | $307K | Sell |
6,065
-883
| -13% | -$44.7K | 0.01% | 395 |
|
|
2022
Q4 | $341K | Buy |
6,948
+2,248
| +48% | +$110K | 0.01% | 326 |
|
|
2022
Q3 | $226K | Buy |
4,700
+8
| +0.2% | +$385 | 0.01% | 359 |
|
|
2022
Q2 | $240K | Sell |
4,692
-307
| -6% | -$15.7K | 0.01% | 337 |
|
|
2022
Q1 | $265K | Sell |
4,999
-742
| -13% | -$39.3K | 0.01% | 301 |
|
|
2021
Q4 | $337K | Sell |
5,741
-48
| -0.8% | -$2.82K | 0.01% | 257 |
|
|
2021
Q3 | $348K | Sell |
5,789
-2,567
| -31% | -$154K | 0.02% | 234 |
|
|
2021
Q2 | $508K | Buy |
+8,356
| New | +$508K | 0.02% | 167 |
|