Modern 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 | $15.3M | Buy |
296,592
+150,141
| +103% | +$7.72M | 0.38% | 68 |
|
|
2025
Q1 | $6.77M | Buy |
146,451
+42,874
| +41% | +$1.98M | 0.22% | 95 |
|
|
2024
Q4 | $5.21M | Buy |
103,577
+26,411
| +34% | +$1.33M | 0.19% | 103 |
|
|
2024
Q3 | $4.06M | Buy |
77,166
+16,699
| +28% | +$878K | 0.25% | 67 |
|
|
2024
Q2 | $3.04M | Buy |
60,467
+28,983
| +92% | +$1.46M | 0.22% | 64 |
|
|
2024
Q1 | $1.6M | Buy |
31,484
+25,142
| +396% | +$1.28M | 0.15% | 90 |
|
|
2023
Q4 | $325K | Buy |
+6,342
| New | +$325K | 0.04% | 127 |
|