SAG
SageView Advisory Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
6,816
-219
| -3% | -$11.2K | 0.01% | 452 |
|
|
2025
Q1 | $359K | Buy |
7,035
+550
| +8% | +$28.1K | 0.02% | 418 |
|
|
2024
Q4 | $326K | Sell |
6,485
-171
| -3% | -$8.6K | 0.01% | 437 |
|
|
2024
Q3 | $350K | Buy |
+6,656
| New | +$350K | 0.02% | 357 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 400 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 856 |
|
|
2023
Q4 | – | Sell |
-11,616
| Closed | -$558K | – | 415 |
|
|
2023
Q3 | $558K | Sell |
11,616
-2,154
| -16% | -$104K | 0.03% | 316 |
|
|
2023
Q2 | $690K | Sell |
13,770
-22,100
| -62% | -$1.11M | 0.04% | 289 |
|
|
2023
Q1 | $1.82M | Sell |
35,870
-26,407
| -42% | -$1.34M | 0.12% | 121 |
|
|
2022
Q4 | $3.06M | Buy |
+62,277
| New | +$3.06M | 0.25% | 70 |
|