Sequoia Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Sequoia Financial Advisors’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Buy
2025 Q1	$1.32M	Buy
2024 Q4	$216K	Sell
2024 Q3	$283K	Sell
2024 Q2	$429K	Sell
2024 Q1	$498K	Sell
2023 Q4	$674K	Buy