NFP Retirement Inc’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 | $5.29M | Sell |
102,823
-7,070
| -6% | -$364K | 0.35% | 54 |
|
|
2025
Q1 | $5.61M | Buy |
109,893
+2,845
| +3% | +$145K | 0.45% | 39 |
|
|
2024
Q4 | $5.38M | Buy |
107,048
+37,941
| +55% | +$1.91M | 0.43% | 39 |
|
|
2024
Q3 | $3.63M | Buy |
69,107
+27,035
| +64% | +$1.42M | 0.29% | 53 |
|
|
2024
Q2 | $2.11M | Buy |
42,072
+5,602
| +15% | +$281K | 0.18% | 80 |
|
|
2024
Q1 | $1.85M | Buy |
36,470
+17,030
| +88% | +$865K | 0.16% | 84 |
|
|
2023
Q4 | $996K | Buy |
+19,440
| New | +$996K | 0.17% | 96 |
|