Kestra Private Wealth 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 | $1.51M | Sell |
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2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $918K | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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