GeoWealth Management’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	$90.4K	Buy	1,757 +1,326	+308%	+$68.2K	﹤0.01%	834
2025 Q1	$22K	Sell	431 -367	-46%	-$18.7K	﹤0.01%	964
2024 Q4	$40.1K	Buy	798 +274	+52%	+$13.8K	﹤0.01%	1220
2024 Q3	$27.6K	Buy	+524	New	+$27.6K	﹤0.01%	1222