Founders Financial Alliance’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 | $2.88K | Sell |
56
-481
| -90% | -$24.7K | ﹤0.01% | 511 |
|
|
2025
Q1 | $27.4K | Hold |
537
| – | – | 0.01% | 480 |
|
|
2024
Q4 | $27K | Hold |
537
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $28.2K | Hold |
537
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $27K | Hold |
537
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $27.3K | Buy |
537
+56
| +12% | +$2.84K | 0.01% | 421 |
|
|
2023
Q4 | $24.7K | Hold |
481
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $23.1K | Hold |
481
| – | – | 0.01% | 378 |
|
|
2023
Q2 | $24.1K | Buy |
481
+456
| +1,824% | +$22.8K | 0.01% | 403 |
|
|
2023
Q1 | $1.26K | Sell |
25
-456
| -95% | -$23K | ﹤0.01% | 447 |
|
|
2022
Q4 | $23.6K | Hold |
481
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $23K | Sell |
481
-67
| -12% | -$3.2K | 0.01% | 380 |
|
|
2022
Q2 | $28K | Buy |
548
+67
| +14% | +$3.42K | 0.01% | 385 |
|
|
2022
Q1 | $26K | Hold |
481
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $29K | Hold |
481
| – | – | 0.01% | 388 |
|
|
2021
Q3 | $30K | Buy |
481
+412
| +597% | +$25.7K | 0.01% | 358 |
|
|
2021
Q2 | $5K | Sell |
69
-530
| -88% | -$38.4K | ﹤0.01% | 448 |
|
|
2021
Q1 | $35K | Buy |
599
+530
| +768% | +$31K | 0.02% | 353 |
|
|
2020
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 389 |
|
|
2020
Q3 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 1000 |
|