Golden State Equity Partners’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 | $658K | Buy |
12,795
+17
| +0.1% | +$874 | 0.12% | 204 |
|
|
2025
Q1 | $653K | Sell |
12,778
-9,316
| -42% | -$476K | 0.13% | 195 |
|
|
2024
Q4 | $1.11M | Buy |
+22,094
| New | +$1.11M | 0.21% | 118 |
|
|
2024
Q3 | – | Sell |
-22,140
| Closed | -$1.11M | – | 908 |
|
|
2024
Q2 | $1.11M | Buy |
+22,140
| New | +$1.11M | 0.23% | 108 |
|
|
2023
Q4 | $480K | Sell |
9,371
-60
| -0.6% | -$3.08K | 0.12% | 200 |
|
|
2023
Q3 | $453K | Buy |
9,431
+104
| +1% | +$5K | 0.13% | 178 |
|
|
2023
Q2 | $467K | Sell |
9,327
-7,567
| -45% | -$379K | 0.13% | 190 |
|
|
2023
Q1 | $856K | Buy |
+16,894
| New | +$856K | 0.46% | 65 |
|
|
2022
Q1 | $353K | Sell |
6,414
-15
| -0.2% | -$826 | 0.18% | 136 |
|
|
2021
Q4 | $384K | Sell |
6,429
-34
| -0.5% | -$2.03K | 0.19% | 107 |
|
|
2021
Q3 | $388K | Buy |
6,463
+256
| +4% | +$15.4K | 0.16% | 129 |
|
|
2021
Q2 | $376K | Sell |
6,207
-4
| -0.1% | -$242 | 0.15% | 147 |
|
|
2021
Q1 | $367K | Buy |
6,211
+192
| +3% | +$11.3K | 0.21% | 108 |
|
|
2020
Q4 | $372K | Buy |
+6,019
| New | +$372K | 0.26% | 107 |
|