FSA 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 | – | Sell |
-5,805
| Closed | -$296K | – | 200 |
|
2025
Q1 | $296K | Buy |
5,805
+1,233
| +27% | +$63K | 0.24% | 132 |
|
2024
Q4 | $230K | Buy |
4,572
+588
| +15% | +$29.6K | 0.28% | 120 |
|
2024
Q3 | $204K | Sell |
3,984
-102
| -2% | -$5.23K | 0.2% | 139 |
|
2024
Q2 | $206K | Sell |
4,086
-35
| -0.8% | -$1.77K | 0.22% | 129 |
|
2024
Q1 | $209K | Sell |
4,121
-139
| -3% | -$7.06K | 0.22% | 127 |
|
2023
Q4 | $218K | Buy |
+4,260
| New | +$218K | 0.27% | 108 |
|