Great Valley Advisor Group’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	$781K	Buy	15,180 +355	+2%	+$18.3K	0.02%	502
2025 Q1	$757K	Buy	14,825 +794	+6%	+$40.6K	0.02%	503
2024 Q4	$705K	Buy	14,031 +1,075	+8%	+$54.1K	0.02%	508
2024 Q3	$681K	Buy	12,956 +4,124	+47%	+$217K	0.02%	497
2024 Q2	$443K	Buy	+8,832	New	+$443K	0.01%	551