Lido 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 | $439K | Hold |
8,532
| – | – | ﹤0.01% | 1039 |
|
|
2025
Q1 | $436K | Buy |
8,532
+1,079
| +14% | +$55.1K | ﹤0.01% | 988 |
|
|
2024
Q4 | $375K | Buy |
7,453
+497
| +7% | +$25K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $366K | Hold |
6,956
| – | – | ﹤0.01% | 967 |
|
|
2024
Q2 | $349K | Buy |
6,956
+1,744
| +33% | +$87.6K | ﹤0.01% | 937 |
|
|
2024
Q1 | $265K | Buy |
+5,212
| New | +$265K | ﹤0.01% | 1040 |
|
|
2023
Q3 | – | Sell |
-4,575
| Closed | -$229K | – | 1124 |
|
|
2023
Q2 | $229K | Buy |
+4,575
| New | +$229K | ﹤0.01% | 944 |
|