Marks Group 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	-12,190	Closed	-$623K	–	318
2025 Q1	$623K	Buy	+12,190	New	+$623K	0.06%	218