Premier Path Wealth Partners’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 | $11.4M | Buy |
221,033
+8,463
| +4% | +$435K | 1.58% | 7 |
|
|
2025
Q1 | $10.9M | Sell |
212,570
-3,050
| -1% | -$156K | 1.69% | 7 |
|
|
2024
Q4 | $10.8M | Buy |
215,620
+7,436
| +4% | +$374K | 1.65% | 7 |
|
|
2024
Q3 | $10.9M | Buy |
208,184
+13,849
| +7% | +$728K | 1.73% | 6 |
|
|
2024
Q2 | $9.76M | Sell |
194,335
-35,227
| -15% | -$1.77M | 1.66% | 6 |
|
|
2024
Q1 | $11.4M | Buy |
229,562
+228,042
| +15,003% | +$11.3M | 2.14% | 5 |
|
|
2023
Q4 | $445K | Buy |
+1,520
| New | +$445K | 0.1% | 206 |
|