Sensible Financial Planning & 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 | $71.6M | Sell |
1,392,426
-28,308
| -2% | -$1.46M | 13.6% | 3 |
|
|
2025
Q1 | $72.6M | Buy |
1,420,734
+14,260
| +1% | +$728K | 14.48% | 3 |
|
|
2024
Q4 | $70.7M | Buy |
1,406,474
+1,068
| +0.1% | +$53.7K | 14.66% | 3 |
|
|
2024
Q3 | $73.9M | Buy |
1,405,406
+23,074
| +2% | +$1.21M | 14.59% | 3 |
|
|
2024
Q2 | $69.4M | Buy |
1,382,332
+60,988
| +5% | +$3.06M | 15% | 3 |
|
|
2024
Q1 | $67.1M | Buy |
1,321,344
+29,455
| +2% | +$1.5M | 14.83% | 3 |
|
|
2023
Q4 | $66.2M | Sell |
1,291,889
-6,050
| -0.5% | -$310K | 15.53% | 2 |
|
|
2023
Q3 | $62.4M | Buy |
1,297,939
+9,272
| +0.7% | +$446K | 15.69% | 3 |
|
|
2023
Q2 | $64.5M | Buy |
1,288,667
+14,265
| +1% | +$715K | 15.16% | 3 |
|
|
2023
Q1 | $64.6M | Buy |
1,274,402
+4,741
| +0.4% | +$240K | 15.23% | 3 |
|
|
2022
Q4 | $62.4M | Sell |
1,269,661
-39,040
| -3% | -$1.92M | 15.49% | 2 |
|
|
2022
Q3 | $62.9M | Buy |
1,308,701
+132,908
| +11% | +$6.39M | 16.18% | 3 |
|
|
2022
Q2 | $59.9M | Buy |
1,175,793
+653,039
| +125% | +$33.3M | 15.12% | 3 |
|
|
2022
Q1 | $28.8M | Buy |
+522,754
| New | +$28.8M | 7.69% | 4 |
|