Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $749K | Hold |
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|
2025
Q4 | $757K | Sell |
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|
2025
Q3 | $774K | Buy |
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|
2025
Q1 | $760K | Hold |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $792K | Hold |
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|
2024
Q2 | $757K | Buy |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $1.81M | Buy |
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