Foundations Investment 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
Q3 | $606K | Sell |
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|
2025
Q2 | $678K | Buy |
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2025
Q1 | $596K | Sell |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $954K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $508K | Buy |
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