HighMark Wealth 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 | $180 | Buy |
4
+1
| +33% | +$45 | ﹤0.01% | 592 |
|
|
2025
Q1 | $177 | Hold |
3
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $173 | Hold |
3
| – | – | ﹤0.01% | 553 |
|
|
2024
Q3 | $178 | Hold |
3
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $168 | Hold |
3
| – | – | ﹤0.01% | 568 |
|
|
2024
Q1 | $168 | Hold |
3
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $169 | Hold |
3
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $156 | Hold |
3
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $161 | Hold |
3
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $161 | Hold |
3
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $155 | Hold |
3
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 531 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 509 |
|