NFP Retirement Inc’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	$5.52M	Buy	107,709 +1,885	+2%	+$97.6K	0.33%	56
2025 Q4	$5.48M	Buy	105,824 +1,592	+2%	+$82.9K	0.33%	54
2025 Q3	$5.44M	Buy	104,232 +1,409	+1%	+$72.7K	0.35%	55
2025 Q2	$5.29M	Sell	102,823 -7,070	-6%	-$357K	0.35%	54
2025 Q1	$5.61M	Buy	109,893 +2,845	+3%	+$144K	0.45%	39
2024 Q4	$5.38M	Buy	107,048 +37,941	+55%	+$1.94M	0.43%	39
2024 Q3	$3.63M	Buy	69,107 +27,035	+64%	+$1.4M	0.29%	53
2024 Q2	$2.11M	Buy	42,072 +5,602	+15%	+$280K	0.18%	80
2024 Q1	$1.85M	Buy	36,470 +17,030	+88%	+$862K	0.16%	84
2023 Q4	$996K	Buy	+19,440	New	+$949K	0.17%	96