Richardson Financial Services’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 | $116K | Buy |
2,262
+327
| +17% | +$16.8K | 0.08% | 192 |
|
|
2025
Q1 | $98.8K | Buy |
1,935
+157
| +9% | +$8.02K | 0.08% | 186 |
|
|
2024
Q4 | $89.5K | Buy |
1,778
+400
| +29% | +$20.1K | 0.06% | 200 |
|
|
2024
Q3 | $69.2K | Hold |
1,378
| – | – | 0.04% | 230 |
|
|
2024
Q2 | $69.2K | Sell |
1,378
-3
| -0.2% | -$151 | 0.05% | 219 |
|
|
2024
Q1 | $70.1K | Buy |
1,381
+73
| +6% | +$3.71K | 0.05% | 221 |
|
|
2023
Q4 | $67K | Buy |
+1,308
| New | +$67K | 0.06% | 198 |
|