Mather Group’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
$2.31M Sell
2025
Q2
$2.68M Sell
2025
Q1
$71.9M Buy
2024
Q4
$66.8M Buy
2024
Q3
$67.1M Buy
2024
Q2
$61.6M Buy
2024
Q1
$58.3M Sell
2023
Q4
$58.6M Buy
2023
Q3
$52.4M Buy
2023
Q2
$52.2M Buy
2023
Q1
$603K Sell
2022
Q4
$625K Sell
2022
Q3
$868K Sell
2022
Q2
$1.17M Buy
2021
Q1
Sell
2020
Q4
$322K Buy