Robertson Stephens 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 | $12.4M | Sell |
240,233
-26,066
| -10% | -$1.34M | 0.39% | 48 |
|
|
2025
Q1 | $13.6M | Buy |
266,299
+3,340
| +1% | +$171K | 0.47% | 42 |
|
|
2024
Q4 | $13.2M | Sell |
262,959
-96,241
| -27% | -$4.84M | 0.47% | 41 |
|
|
2024
Q3 | $18.9M | Buy |
+359,200
| New | +$18.9M | 0.68% | 33 |
|
|
2024
Q2 | – | Sell |
-9,070
| Closed | -$460K | – | 536 |
|
|
2024
Q1 | $460K | Sell |
9,070
-1,191
| -12% | -$60.5K | 0.02% | 351 |
|
|
2023
Q4 | $526K | Buy |
+10,261
| New | +$526K | 0.03% | 304 |
|