J.W. Cole 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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $257K | Sell |
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|
2020
Q3 | $293K | Buy |
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