Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1,000K | Sell |
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|
2024
Q4 | $988K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $858K | Buy |
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|
2023
Q2 | $826K | Buy |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $691K | Buy |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $811K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $921K | Sell |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $816K | Buy |
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|
2020
Q4 | $854K | Buy |
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|
2020
Q3 | $833K | Buy |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $560K | Buy |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $376K | Buy |
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