Shared Vision Wealth Group’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 | $259K | Sell |
5,057
-294
| -5% | -$15.1K | 0.13% | 70 |
|
|
2025
Q1 | $273K | Sell |
5,351
-156
| -3% | -$7.97K | 0.15% | 66 |
|
|
2024
Q4 | $277K | Sell |
5,507
-2,693
| -33% | -$135K | 0.15% | 64 |
|
|
2024
Q3 | $431K | Sell |
8,200
-475
| -5% | -$25K | 0.23% | 50 |
|
|
2024
Q2 | $436K | Sell |
8,675
-4,889
| -36% | -$245K | 0.25% | 50 |
|
|
2024
Q1 | $689K | Sell |
13,564
-4,181
| -24% | -$212K | 0.43% | 33 |
|
|
2023
Q4 | $910K | Buy |
+17,745
| New | +$910K | 0.61% | 23 |
|