OneDigital Investment Advisors’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 | $21.1M | Buy |
410,982
+60,936
| +17% | +$3.13M | 0.23% | 89 |
|
|
2025
Q1 | $17.9M | Sell |
350,046
-1,858
| -0.5% | -$94.9K | 0.21% | 98 |
|
|
2024
Q4 | $17.7M | Buy |
351,904
+13,475
| +4% | +$678K | 0.21% | 93 |
|
|
2024
Q3 | $17.8M | Buy |
338,429
+10,953
| +3% | +$576K | 0.2% | 96 |
|
|
2024
Q2 | $16.4M | Buy |
327,476
+7,644
| +2% | +$384K | 0.21% | 94 |
|
|
2024
Q1 | $16.2M | Buy |
319,832
+17,031
| +6% | +$865K | 0.26% | 85 |
|
|
2023
Q4 | $15.5M | Buy |
302,801
+190,834
| +170% | +$9.78M | 0.27% | 83 |
|
|
2023
Q3 | $5.38M | Buy |
111,967
+14,944
| +15% | +$718K | 0.12% | 146 |
|
|
2023
Q2 | $4.86M | Buy |
97,023
+10,922
| +13% | +$547K | 0.11% | 151 |
|
|
2023
Q1 | $4.36M | Buy |
86,101
+14,021
| +19% | +$710K | 0.1% | 155 |
|
|
2022
Q4 | $3.54M | Buy |
72,080
+62,455
| +649% | +$3.07M | 0.1% | 168 |
|
|
2022
Q3 | $462K | Buy |
+9,625
| New | +$462K | 0.02% | 483 |
|
|
2022
Q1 | – | Sell |
-4,342
| Closed | -$259K | – | 825 |
|
|
2021
Q4 | $259K | Buy |
4,342
+370
| +9% | +$22.1K | 0.01% | 629 |
|
|
2021
Q3 | $239K | Buy |
+3,972
| New | +$239K | 0.01% | 622 |
|