LifeWealth Investments’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	–	Sell	-52,234	Closed	-$2.67M	–	239
2025 Q1	$2.67M	Buy	52,234 +19,578	+60%	+$1M	1.09%	24
2024 Q4	$1.64M	Buy	+32,656	New	+$1.64M	1.09%	27