Sequoia Financial Advisors’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 | $1.38M | Buy |
26,837
+947
| +4% | +$48.7K | 0.01% | 575 |
|
|
2025
Q1 | $1.32M | Buy |
25,890
+21,604
| +504% | +$1.1M | 0.01% | 534 |
|
|
2024
Q4 | $216K | Sell |
4,286
-1,092
| -20% | -$54.9K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $283K | Sell |
5,378
-3,157
| -37% | -$166K | ﹤0.01% | 991 |
|
|
2024
Q2 | $429K | Sell |
8,535
-1,277
| -13% | -$64.1K | 0.01% | 754 |
|
|
2024
Q1 | $498K | Sell |
9,812
-3,340
| -25% | -$170K | 0.01% | 685 |
|
|
2023
Q4 | $674K | Buy |
+13,152
| New | +$674K | 0.01% | 649 |
|