Shared Vision Wealth Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Shared Vision Wealth Group’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	$259K	Sell
2025 Q1	$273K	Sell
2024 Q4	$277K	Sell
2024 Q3	$431K	Sell
2024 Q2	$436K	Sell
2024 Q1	$689K	Sell
2023 Q4	$910K	Buy