HHM Wealth 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 | $10.5K | Hold |
204
| – | – | ﹤0.01% | 605 |
|
|
2025
Q1 | $10.4K | Hold |
204
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $10.3K | Hold |
204
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $10.7K | Hold |
204
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $10.2K | Hold |
204
| – | – | ﹤0.01% | 541 |
|
|
2024
Q1 | $10.4K | Hold |
204
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $10.5K | Hold |
204
| – | – | ﹤0.01% | 503 |
|
|
2023
Q3 | $9.81K | Hold |
204
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $10.2K | Hold |
204
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $10.3K | Hold |
204
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $10K | Hold |
204
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $10K | Hold |
204
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $10K | Hold |
204
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $11K | Hold |
204
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $12K | Hold |
204
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $12K | Hold |
204
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $12K | Hold |
204
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $12K | Hold |
204
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $13K | Hold |
204
| – | – | ﹤0.01% | 403 |
|
|
2020
Q3 | $12K | Hold |
204
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $12K | Hold |
204
| – | – | 0.01% | 354 |
|
|
2020
Q1 | $11K | Buy |
+204
| New | +$11K | 0.01% | 349 |
|