IFP 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 | $42.9K | Buy |
834
+617
| +284% | +$31.7K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $11.1K | Hold |
217
| – | – | ﹤0.01% | 2546 |
|
|
2024
Q4 | $10.9K | Sell |
217
-42
| -16% | -$2.11K | ﹤0.01% | 2496 |
|
|
2024
Q3 | $13.6K | Buy |
259
+42
| +19% | +$2.21K | ﹤0.01% | 2309 |
|
|
2024
Q2 | $10.9K | Sell |
217
-319
| -60% | -$16K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $27.2K | Sell |
536
-393
| -42% | -$20K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $47.6K | Buy |
929
+145
| +18% | +$7.43K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $37.7K | Sell |
784
-228
| -23% | -$11K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $50.7K | Sell |
1,012
-2,282
| -69% | -$114K | ﹤0.01% | 1595 |
|
|
2023
Q1 | $354K | Sell |
3,294
-3,178
| -49% | -$341K | 0.02% | 711 |
|
|
2022
Q4 | $700K | Sell |
6,472
-1,758
| -21% | -$190K | 0.02% | 754 |
|
|
2022
Q3 | $889K | Buy |
8,230
+672
| +9% | +$72.6K | 0.02% | 677 |
|
|
2022
Q2 | $815K | Hold |
7,558
| – | – | 0.03% | 647 |
|
|
2022
Q1 | $815K | Buy |
7,558
+3,412
| +82% | +$368K | 0.03% | 647 |
|
|
2021
Q4 | $248K | Sell |
4,146
-36
| -0.9% | -$2.15K | ﹤0.01% | 846 |
|
|
2021
Q3 | $255K | Sell |
4,182
-1,112
| -21% | -$67.8K | 0.01% | 805 |
|
|
2021
Q2 | $321K | Sell |
5,294
-187
| -3% | -$11.3K | 0.01% | 696 |
|
|
2021
Q1 | $324K | Hold |
5,481
| – | – | 0.01% | 654 |
|
|
2020
Q4 | $339K | Sell |
5,481
-220
| -4% | -$13.6K | 0.01% | 621 |
|
|
2020
Q3 | $348K | Sell |
5,701
-1,715
| -23% | -$105K | 0.02% | 534 |
|
|
2020
Q2 | $447K | Sell |
7,416
-2,800
| -27% | -$169K | 0.04% | 439 |
|
|
2020
Q1 | $567K | Sell |
10,216
-44
| -0.4% | -$2.44K | 0.06% | 325 |
|
|
2019
Q4 | $599K | Buy |
10,260
+9,089
| +776% | +$531K | 0.05% | 389 |
|
|
2019
Q3 | $69K | Buy |
+1,171
| New | +$69K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $9K | Buy |
152
+36
| +31% | +$2.13K | ﹤0.01% | 1673 |
|
|
2018
Q4 | $6K | Sell |
116
-649
| -85% | -$33.6K | ﹤0.01% | 2737 |
|
|
2018
Q3 | $41K | Buy |
765
+5
| +0.7% | +$268 | ﹤0.01% | 1990 |
|
|
2018
Q2 | $41K | Sell |
760
-678
| -47% | -$36.6K | ﹤0.01% | 2020 |
|
|
2018
Q1 | $81K | Hold |
1,438
| – | – | ﹤0.01% | 1514 |
|
|
2017
Q4 | $81K | Sell |
1,438
-1,174
| -45% | -$66.1K | ﹤0.01% | 1512 |
|
|
2017
Q3 | $147K | Sell |
2,612
-1,260
| -33% | -$70.9K | 0.01% | 1330 |
|
|
2017
Q2 | $216K | Sell |
3,872
-2,572
| -40% | -$143K | 0.01% | 1089 |
|
|
2017
Q1 | $354K | Buy |
6,444
+44
| +0.7% | +$2.42K | 0.02% | 837 |
|
|
2016
Q4 | $350K | Sell |
6,400
-514
| -7% | -$28.1K | 0.02% | 788 |
|
|
2016
Q3 | $393K | Sell |
6,914
-66
| -0.9% | -$3.75K | 0.02% | 668 |
|
|
2016
Q2 | $396K | Buy |
6,980
+6,676
| +2,196% | +$379K | 0.02% | 643 |
|
|
2016
Q1 | $9K | Sell |
304
-6,090
| -95% | -$180K | ﹤0.01% | 1673 |
|
|
2015
Q4 | $341K | Buy |
+6,394
| New | +$341K | 0.02% | 607 |
|