Koss-Olinger Consulting’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 | $481K | Buy |
9,349
+22
| +0.2% | +$1.13K | 0.04% | 208 |
|
|
2025
Q1 | $476K | Buy |
+9,327
| New | +$476K | 0.04% | 210 |
|
|
2024
Q4 | – | Sell |
-8,324
| Closed | -$438K | – | 283 |
|
|
2024
Q3 | $438K | Hold |
8,324
| – | – | 0.04% | 178 |
|
|
2024
Q2 | $418K | Buy |
+8,324
| New | +$418K | 0.04% | 171 |
|
|
2024
Q1 | – | Sell |
-8,838
| Closed | -$453K | – | 297 |
|
|
2023
Q4 | $453K | Buy |
8,838
+33
| +0.4% | +$1.69K | 0.04% | 162 |
|
|
2023
Q3 | $423K | Hold |
8,805
| – | – | 0.06% | 143 |
|
|
2023
Q2 | $441K | Sell |
8,805
-755
| -8% | -$37.8K | 0.05% | 147 |
|
|
2023
Q1 | $484K | Hold |
9,560
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $469K | Sell |
9,560
-755
| -7% | -$37K | 0.07% | 123 |
|
|
2022
Q3 | $496K | Hold |
10,315
| – | – | 0.08% | 101 |
|
|
2022
Q2 | $526K | Buy |
10,315
+6
| +0.1% | +$306 | 0.1% | 79 |
|
|
2022
Q1 | $567K | Buy |
+10,309
| New | +$567K | 0.09% | 93 |
|