Kelly Financial Services’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 | – | Sell |
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2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.08M | Sell |
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2024
Q3 | $3.46M | Sell |
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2024
Q2 | $3.98M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $8.84K | Sell |
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|
2023
Q2 | $13K | Buy |
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2023
Q1 | $3.85K | Hold |
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|
2022
Q4 | $3.71K | Buy |
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|
2022
Q3 | $3.59K | Buy |
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2022
Q2 | $3.78K | Hold |
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2022
Q1 | $4.05K | Sell |
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|
2021
Q4 | $24.6K | Buy |
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|
2021
Q3 | $4.37K | Sell |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $4.25K | Hold |
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|
2020
Q4 | $4.44K | Buy |
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2020
Q3 | $4.31K | Buy |
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|
2020
Q2 | $4.26K | Hold |
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|
2020
Q1 | $3.92K | Hold |
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|
2019
Q4 | $4.05K | Buy |
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