Maripau 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 Q2	–	Sell	-4,098	Closed	-$209K	–	169
2025 Q1	$209K	Sell	4,098 -195	-5%	-$9.88K	0.12%	129
2024 Q4	$216K	Buy	+4,293	New	+$220K	0.13%	128
2024 Q3	–	Sell	-5,198	Closed	-$261K	–	127
2024 Q2	$261K	Sell	5,198 -913	-15%	-$45.7K	0.18%	115
2024 Q1	$310K	Sell	6,111 -4,586	-43%	-$232K	0.23%	86
2023 Q4	$548K	Sell	10,697 -1,530	-13%	-$74.7K	0.48%	46
2023 Q3	$588K	Sell	12,227 -581	-5%	-$28.6K	0.54%	46
2023 Q2	$642K	Sell	12,808 -1,613	-11%	-$81K	0.57%	43
2023 Q1	$731K	Sell	14,421 -827	-5%	-$41.5K	0.76%	33
2022 Q4	$781K	Sell	15,248 -1,239	-8%	-$60.4K	0.81%	31
2022 Q3	$782K	Sell	16,487 -1,506	-8%	-$76.7K	0.84%	32
2022 Q2	$945K	Sell	17,993 -314	-2%	-$16.4K	1.02%	25
2022 Q1	$959K	Sell	18,307 -1,991	-10%	-$113K	0.87%	27
2021 Q4	$1.15M	Buy	+20,298	New	+$1.22M	1.09%	23