Ken Fisher’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 | $1.79M | Buy |
34,845
+12,783
| +58% | +$658K | ﹤0.01% | 592 |
|
|
2025
Q1 | $1.13M | Sell |
22,062
-6,892
| -24% | -$352K | ﹤0.01% | 660 |
|
|
2024
Q4 | $1.46M | Buy |
28,954
+8,065
| +39% | +$406K | ﹤0.01% | 622 |
|
|
2024
Q3 | $1.1M | Sell |
20,889
-30,854
| -60% | -$1.62M | ﹤0.01% | 652 |
|
|
2024
Q2 | $2.6M | Buy |
51,743
+1,652
| +3% | +$82.9K | ﹤0.01% | 551 |
|
|
2024
Q1 | $2.54M | Buy |
50,091
+2,261
| +5% | +$115K | ﹤0.01% | 563 |
|
|
2023
Q4 | $2.45M | Sell |
47,830
-7,132
| -13% | -$366K | ﹤0.01% | 563 |
|
|
2023
Q3 | $2.64M | Buy |
54,962
+1,620
| +3% | +$77.9K | ﹤0.01% | 595 |
|
|
2023
Q2 | $2.67M | Buy |
53,342
+2,127
| +4% | +$107K | ﹤0.01% | 616 |
|
|
2023
Q1 | $2.59M | Sell |
51,215
-44,656
| -47% | -$2.26M | ﹤0.01% | 627 |
|
|
2022
Q4 | $4.71M | Buy |
95,871
+36,116
| +60% | +$1.77M | ﹤0.01% | 543 |
|
|
2022
Q3 | $2.87M | Buy |
59,755
+49,202
| +466% | +$2.36M | ﹤0.01% | 519 |
|
|
2022
Q2 | $538K | Buy |
10,553
+53
| +0.5% | +$2.7K | ﹤0.01% | 706 |
|
|
2022
Q1 | $578K | Sell |
10,500
-555
| -5% | -$30.6K | ﹤0.01% | 711 |
|
|
2021
Q4 | $660K | Buy |
11,055
+1,450
| +15% | +$86.6K | ﹤0.01% | 708 |
|
|
2021
Q3 | $577K | Buy |
9,605
+209
| +2% | +$12.6K | ﹤0.01% | 708 |
|
|
2021
Q2 | $569K | Buy |
9,396
+1,656
| +21% | +$100K | ﹤0.01% | 695 |
|
|
2021
Q1 | $457K | Buy |
7,740
+1,964
| +34% | +$116K | ﹤0.01% | 718 |
|
|
2020
Q4 | $358K | Buy |
5,776
+2,270
| +65% | +$141K | ﹤0.01% | 761 |
|
|
2020
Q3 | $213K | Sell |
3,506
-134
| -4% | -$8.14K | ﹤0.01% | 803 |
|
|
2020
Q2 | $220K | Sell |
3,640
-254
| -7% | -$15.4K | ﹤0.01% | 771 |
|
|
2020
Q1 | $218K | Buy |
3,894
+233
| +6% | +$13K | ﹤0.01% | 717 |
|
|
2019
Q4 | $213K | Buy |
3,661
+49
| +1% | +$2.85K | ﹤0.01% | 780 |
|
|
2019
Q3 | $211K | Sell |
3,612
-991
| -22% | -$57.9K | ﹤0.01% | 785 |
|
|
2019
Q2 | $263K | Buy |
+4,603
| New | +$263K | ﹤0.01% | 750 |
|