IVC Wealth Advisors’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
Q3 | $7.75M | Buy |
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|
2025
Q2 | $7.03M | Buy |
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|
2025
Q1 | $5.47M | Buy |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $3.42M | Buy |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $2.65M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.16M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.77M | Buy |
|