Lord & Richards Wealth Management’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	-3,786	Closed	-$193K	–	160
2025 Q1	$193K	Sell	3,786 -960	-20%	-$49K	0.22%	71
2024 Q4	$239K	Buy	+4,746	New	+$239K	0.5%	62