Perigon Wealth Management’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 | $497K | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $432K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $46K | Buy |
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