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KWB Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

KWB Wealth’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,084
Closed -$215K – 153
2024
Q4 		$215K Sell
4,084
-122
-3% -$6.42K 0.03% 137
2024
Q3 		$211K Buy
+4,206
New +$211K 0.03% 127