Long Run Wealth 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 | $55M | Buy |
1,068,899
+36,445
| +4% | +$1.87M | 11.53% | 1 |
|
|
2025
Q1 | $52.7M | Buy |
1,032,454
+40,733
| +4% | +$2.08M | 11.96% | 1 |
|
|
2024
Q4 | $49.9M | Buy |
991,721
+32,569
| +3% | +$1.64M | 11.95% | 1 |
|
|
2024
Q3 | $50.4M | Buy |
959,152
+53,084
| +6% | +$2.79M | 11.87% | 1 |
|
|
2024
Q2 | $45.5M | Buy |
906,068
+93,295
| +11% | +$4.68M | 11.52% | 1 |
|
|
2024
Q1 | $41.3M | Buy |
812,773
+35,403
| +5% | +$1.8M | 10.86% | 1 |
|
|
2023
Q4 | $39.8M | Buy |
777,370
+13,074
| +2% | +$670K | 11.51% | 1 |
|
|
2023
Q3 | $36.7M | Buy |
764,296
+48,669
| +7% | +$2.34M | 11.92% | 1 |
|
|
2023
Q2 | $35.8M | Buy |
715,627
+431,854
| +152% | +$21.6M | 11.44% | 1 |
|
|
2023
Q1 | $14.4M | Buy |
283,773
+30,352
| +12% | +$1.54M | 4.89% | 4 |
|
|
2022
Q4 | $12.4M | Buy |
253,421
+16,575
| +7% | +$814K | 4.48% | 3 |
|
|
2022
Q3 | $11.4M | Buy |
+236,846
| New | +$11.4M | 4.51% | 3 |
|