ShoreHaven Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Sell |
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2025
Q2 | $282K | Buy |
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2025
Q1 | $272K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $808K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.88M | Buy |
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