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