Lyell Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Sell |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $501K | Hold |
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|
2024
Q4 | $493K | Hold |
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $955K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $819K | Hold |
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|
2021
Q2 | $825K | Sell |
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|
2021
Q1 | $840K | Buy |
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|
2020
Q4 | $626K | Buy |
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