Independent Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Buy |
|
|||||
|
2025
Q4 | $395K | Buy |
|
|||||
|
2025
Q3 | $344K | Sell |
|
|||||
|
2025
Q2 | $415K | Buy |
|
|||||
|
2025
Q1 | $332K | Sell |
|
|||||
|
2024
Q4 | $353K | Sell |
|
|||||
|
2024
Q3 | $472K | Hold |
|
|||||
|
2024
Q2 | $451K | Sell |
|
|||||
|
2024
Q1 | $493K | Sell |
|
|||||
|
2023
Q4 | $533K | Sell |
|
|||||
|
2023
Q3 | $585K | Sell |
|
|||||
|
2023
Q2 | $612K | Sell |
|
|||||
|
2023
Q1 | $720K | Buy |
|
|||||
|
2022
Q4 | $667K | Sell |
|
|||||
|
2022
Q3 | $657K | Hold |
|
|||||
|
2022
Q2 | $697K | Sell |
|
|||||
|
2022
Q1 | $765K | Buy |
|