Optivise Advisory Services’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	$327K	Hold	6,349	–	–	0.17%	127
2025 Q1	$324K	Sell	6,349 -91	-1%	-$4.65K	0.18%	119
2024 Q4	$324K	Sell	6,440 -132	-2%	-$6.64K	0.17%	118
2024 Q3	$346K	Sell	6,572 -1,572	-19%	-$82.7K	0.18%	107
2024 Q2	$409K	Buy	+8,144	New	+$409K	0.22%	97