Kovitz Investment Group Partners’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
2024 Q3	–	Sell	-8,835	Closed	-$444K	–	1101
2024 Q2	$444K	Buy	8,835 +308	+4%	+$15.5K	﹤0.01%	666
2024 Q1	$433K	Buy	8,527 +848	+11%	+$43.1K	0.01%	527
2023 Q4	$394K	Buy	7,679 +2,777	+57%	+$142K	0.01%	344
2023 Q3	$236K	Buy	+4,902	New	+$236K	﹤0.01%	370