Geneos Wealth Management’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 | $46.5K | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $5.6K | Sell |
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|
2024
Q1 | $118K | Sell |
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|
2023
Q4 | $6.92M | Sell |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $8.36M | Sell |
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|
2022
Q4 | $12.5M | Sell |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $13.6M | Sell |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $15.9M | Sell |
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|
2021
Q3 | $21.5M | Buy |
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|
2021
Q2 | $20.4M | Buy |
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|
2021
Q1 | $19.9M | Sell |
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|
2020
Q4 | $21.2M | Sell |
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|
2020
Q3 | $39M | Buy |
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|
2020
Q2 | $31.4M | Buy |
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|
2020
Q1 | $27.6M | Buy |
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|
2019
Q4 | $5.23M | Buy |
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|
2019
Q3 | $3.79M | Buy |
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|
2019
Q2 | $3.68M | Buy |
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|
2019
Q1 | $3.29M | Buy |
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|
2018
Q4 | $2.96M | Buy |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $243K | Buy |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $34K | Sell |
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|
2017
Q1 | $36K | Hold |
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|
2016
Q4 | $36K | Sell |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $41K | Buy |
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|
2016
Q1 | $3K | Buy |
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