MWM
Maripau Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,098
| Closed | -$209K | – | 169 |
|
|
2025
Q1 | $209K | Sell |
4,098
-195
| -5% | -$9.96K | 0.12% | 129 |
|
|
2024
Q4 | $216K | Buy |
+4,293
| New | +$216K | 0.13% | 128 |
|
|
2024
Q3 | – | Sell |
-5,198
| Closed | -$261K | – | 127 |
|
|
2024
Q2 | $261K | Sell |
5,198
-913
| -15% | -$45.8K | 0.18% | 115 |
|
|
2024
Q1 | $310K | Sell |
6,111
-4,586
| -43% | -$233K | 0.23% | 86 |
|
|
2023
Q4 | $548K | Sell |
10,697
-1,530
| -13% | -$78.4K | 0.48% | 46 |
|
|
2023
Q3 | $588K | Sell |
12,227
-581
| -5% | -$27.9K | 0.54% | 46 |
|
|
2023
Q2 | $642K | Sell |
12,808
-1,613
| -11% | -$80.8K | 0.57% | 43 |
|
|
2023
Q1 | $731K | Sell |
14,421
-827
| -5% | -$41.9K | 0.76% | 33 |
|
|
2022
Q4 | $781K | Sell |
15,248
-1,239
| -8% | -$63.5K | 0.81% | 31 |
|
|
2022
Q3 | $782K | Sell |
16,487
-1,506
| -8% | -$71.4K | 0.84% | 32 |
|
|
2022
Q2 | $945K | Sell |
17,993
-314
| -2% | -$16.5K | 1.02% | 25 |
|
|
2022
Q1 | $959K | Sell |
18,307
-1,991
| -10% | -$104K | 0.87% | 27 |
|
|
2021
Q4 | $1.15M | Buy |
+20,298
| New | +$1.15M | 1.09% | 23 |
|