Pines Wealth Management’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	$986K	Sell	19,256 -6,318	-25%	-$323K	0.35%	72
2025 Q1	$1.27M	Buy	25,574 +489	+2%	+$24.3K	0.59%	39
2024 Q4	$1.25M	Buy	+25,085	New	+$1.25M	0.54%	46