New Century Financial Group’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 | $372K | Buy |
+7,239
| New | +$372K | 0.44% | 57 |
|
|
2025
Q1 | – | Sell |
-16,304
| Closed | -$818K | – | 287 |
|
|
2024
Q4 | $818K | Sell |
16,304
-3,775
| -19% | -$190K | 0.35% | 75 |
|
|
2024
Q3 | $1.06M | Sell |
20,079
-1,114
| -5% | -$58.6K | 0.39% | 66 |
|
|
2024
Q2 | $1.06M | Sell |
21,193
-91
| -0.4% | -$4.57K | 0.45% | 57 |
|
|
2024
Q1 | $1.08M | Sell |
21,284
-4,425
| -17% | -$225K | 0.75% | 42 |
|
|
2023
Q4 | $1.32M | Buy |
+25,709
| New | +$1.32M | 1.14% | 10 |
|