Icon 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
2024
Q1
Sell
-3,092
Closed -$158K 479
2023
Q4
$158K Buy
+3,092
New +$158K 0.02% 347
2022
Q4
Sell
-3,670
Closed -$176K 408
2022
Q3
$176K Buy
+3,670
New +$176K 0.02% 312