Oliver Lagore Vanvalin Investment 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 | $77.2K | Buy |
+1,510
| New | +$77.2K | 0.03% | 205 |
|
|
2024
Q4 | $91.4K | Sell |
1,818
-428
| -19% | -$21.5K | 0.02% | 188 |
|
|
2024
Q3 | $118K | Sell |
2,246
-810
| -27% | -$42.6K | 0.03% | 166 |
|
|
2024
Q2 | $153K | Buy |
3,056
+133
| +5% | +$6.68K | 0.04% | 138 |
|
|
2024
Q1 | $148K | Sell |
2,923
-1,766
| -38% | -$89.7K | 0.04% | 146 |
|
|
2023
Q4 | $240K | Sell |
4,689
-6,982
| -60% | -$358K | 0.09% | 102 |
|
|
2023
Q3 | $561K | Sell |
11,671
-20,150
| -63% | -$969K | 0.22% | 77 |
|
|
2023
Q2 | $1.59M | Buy |
+31,821
| New | +$1.59M | 0.58% | 31 |
|