Market Street Wealth Management Advisors’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 | $692K | Hold |
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|
2025
Q2 | $682K | Hold |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $697K | Hold |
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|
2024
Q3 | $728K | Hold |
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|
2024
Q2 | $696K | Sell |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $305K | Buy |
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