Meadow Creek Wealth Advisors’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 | $368K | Hold |
7,159
| – | – | 0.25% | 81 |
|
|
2025
Q1 | $366K | Sell |
7,159
-42
| -0.6% | -$2.15K | 0.27% | 78 |
|
|
2024
Q4 | $362K | Hold |
7,201
| – | – | 0.26% | 82 |
|
|
2024
Q3 | $379K | Sell |
7,201
-50
| -0.7% | -$2.63K | 0.3% | 80 |
|
|
2024
Q2 | $364K | Sell |
7,251
-20
| -0.3% | -$1K | 0.34% | 72 |
|
|
2024
Q1 | $369K | Sell |
7,271
-40
| -0.5% | -$2.03K | 0.26% | 87 |
|
|
2023
Q4 | $375K | Buy |
+7,311
| New | +$375K | 0.36% | 62 |
|
|
2022
Q3 | $392K | Sell |
8,154
-20
| -0.2% | -$961 | 0.52% | 48 |
|
|
2022
Q2 | $417K | Hold |
8,174
| – | – | 0.51% | 48 |
|
|
2022
Q1 | $450K | Buy |
8,174
+619
| +8% | +$34.1K | 0.49% | 56 |
|
|
2021
Q4 | $451K | Buy |
+7,555
| New | +$451K | 0.43% | 60 |
|
|
2019
Q4 | $507K | Buy |
+8,702
| New | +$507K | 0.7% | 44 |
|