JGP Wealth Management’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 | – | Sell |
-4,193
| Closed | -$214K | – | 207 |
|
|
2025
Q1 | $214K | Buy |
+4,193
| New | +$214K | 0.03% | 179 |
|
|
2019
Q4 | – | Sell |
-4,076
| Closed | -$237K | – | 134 |
|
|
2019
Q3 | $237K | Hold |
4,076
| – | – | 0.08% | 117 |
|
|
2019
Q2 | $233K | Buy |
4,076
+44
| +1% | +$2.52K | 0.08% | 119 |
|
|
2019
Q1 | $223K | Sell |
4,032
-35,632
| -90% | -$1.97M | 0.08% | 115 |
|
|
2018
Q4 | $2.1M | Buy |
+39,664
| New | +$2.1M | 0.87% | 50 |
|