Larson Financial Group’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 | $26.1K | Buy |
507
+492
| +3,280% | +$25.3K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $788 | Hold |
15
| – | – | ﹤0.01% | 2429 |
|
|
2024
Q4 | $773 | Hold |
15
| – | – | ﹤0.01% | 2087 |
|
|
2024
Q3 | $801 | Hold |
15
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q2 | $761 | Hold |
15
| – | – | ﹤0.01% | 1754 |
|
|
2024
Q1 | $764 | Hold |
15
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q4 | $769 | Hold |
15
| – | – | ﹤0.01% | 1515 |
|
|
2023
Q3 | $721 | Hold |
15
| – | – | ﹤0.01% | 1539 |
|
|
2023
Q2 | $751 | Sell |
15
-86
| -85% | -$4.31K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $5.12K | Buy |
101
+93
| +1,163% | +$4.71K | ﹤0.01% | 1079 |
|
|
2022
Q4 | $393 | Hold |
8
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1297 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1168 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $0 | Sell |
8
-20
| -71% | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $2K | Buy |
28
+20
| +250% | +$1.43K | ﹤0.01% | 656 |
|
|
2020
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 832 |
|