LGT Financial Advisors’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 | $1.54K | Buy |
30
+7
| +30% | +$360 | ﹤0.01% | 370 |
|
|
2025
Q1 | $1.18K | Sell |
23
-91
| -80% | -$4.65K | ﹤0.01% | 270 |
|
|
2024
Q4 | $5.73K | Buy |
+114
| New | +$5.73K | 0.01% | 527 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$10K | – | 795 |
|
|
2024
Q2 | $10K | Buy |
200
+56
| +39% | +$2.81K | 0.02% | 473 |
|
|
2024
Q1 | $7.31K | Sell |
144
-10
| -6% | -$508 | 0.01% | 542 |
|
|
2023
Q4 | $7.89K | Sell |
154
-911
| -86% | -$46.7K | 0.01% | 534 |
|
|
2023
Q3 | $51.2K | Buy |
1,065
+939
| +745% | +$45.1K | 0.07% | 214 |
|
|
2023
Q2 | $6.31K | Buy |
+126
| New | +$6.31K | 0.01% | 193 |
|