GC Wealth Management RIA’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 | $718K | Buy |
13,966
+965
| +7% | +$49.6K | 0.06% | 255 |
|
|
2025
Q1 | $664K | Buy |
13,001
+6,034
| +87% | +$308K | 0.12% | 150 |
|
|
2024
Q4 | $350K | Hold |
6,967
| – | – | 0.06% | 219 |
|
|
2024
Q3 | $366K | Hold |
6,967
| – | – | 0.06% | 229 |
|
|
2024
Q2 | $350K | Hold |
6,967
| – | – | 0.07% | 209 |
|
|
2024
Q1 | $354K | Hold |
6,967
| – | – | 0.07% | 198 |
|
|
2023
Q4 | $357K | Buy |
+6,967
| New | +$357K | 0.16% | 140 |
|