Plante Moran Financial Advisors’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 | – | Sell |
-51
| Closed | -$2.61K | – | 870 |
|
|
2025
Q1 | $2.61K | Sell |
51
-39
| -43% | -$1.99K | ﹤0.01% | 688 |
|
|
2024
Q4 | $4.53K | Buy |
+90
| New | +$4.53K | ﹤0.01% | 701 |
|
|
2024
Q1 | – | Sell |
-148
| Closed | -$7.59K | – | 953 |
|
|
2023
Q4 | $7.59K | Buy |
+148
| New | +$7.59K | ﹤0.01% | 591 |
|
|
2020
Q4 | – | Sell |
-70
| Closed | -$4K | – | 1031 |
|
|
2020
Q3 | $4K | Buy |
70
+14
| +25% | +$800 | ﹤0.01% | 728 |
|
|
2020
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 642 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 903 |
|
|
2019
Q3 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 827 |
|
|
2019
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 764 |
|