Optivise Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Optivise Advisory Services’s Portfolio USIG Stock Details USIG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$327K	Hold
2025 Q1	$324K	Sell
2024 Q4	$324K	Sell
2024 Q3	$346K	Sell
2024 Q2	$409K	Buy