Glass Jacobson Investment 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 |
-307
| Closed | -$15.4K | – | 843 |
|
|
2025
Q1 | $15.4K | Hold |
307
| – | – | 0.01% | 552 |
|
|
2024
Q4 | $15.4K | Buy |
307
+289
| +1,606% | +$14.5K | 0.01% | 552 |
|
|
2024
Q3 | $947 | Buy |
18
+9
| +100% | +$473 | ﹤0.01% | 719 |
|
|
2024
Q2 | $452 | Buy |
+9
| New | +$452 | ﹤0.01% | 729 |
|
|
2023
Q4 | – | Sell |
-1,507
| Closed | -$72.4K | – | 826 |
|
|
2023
Q3 | $72.4K | Buy |
+1,507
| New | +$72.4K | 0.03% | 295 |
|