OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.1M | Sell |
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2025
Q2 | $21.1M | Buy |
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2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $17.7M | Buy |
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|
2024
Q3 | $17.8M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $5.38M | Buy |
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|
2023
Q2 | $4.86M | Buy |
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|
2023
Q1 | $4.36M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $239K | Buy |
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