ShoreHaven Wealth Partners’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 | $282K | Buy |
5,480
+155
| +3% | +$7.97K | 0.12% | 80 |
|
|
2025
Q1 | $272K | Sell |
5,325
-457
| -8% | -$23.3K | 0.13% | 80 |
|
|
2024
Q4 | $291K | Sell |
5,782
-5,245
| -48% | -$264K | 0.14% | 77 |
|
|
2024
Q3 | $580K | Sell |
11,027
-10,386
| -49% | -$546K | 0.28% | 54 |
|
|
2024
Q2 | $1.08M | Sell |
21,413
-9,301
| -30% | -$467K | 0.56% | 36 |
|
|
2024
Q1 | $1.56M | Sell |
30,714
-1,543
| -5% | -$78.3K | 0.86% | 30 |
|
|
2023
Q4 | $1.65M | Buy |
32,257
+15,447
| +92% | +$792K | 1.01% | 26 |
|
|
2023
Q3 | $808K | Buy |
+16,810
| New | +$808K | 0.56% | 38 |
|
|
2023
Q2 | – | Sell |
-13,447
| Closed | -$681K | – | 74 |
|
|
2023
Q1 | $681K | Buy |
+13,447
| New | +$681K | 0.48% | 41 |
|
|
2022
Q3 | – | Sell |
-36,980
| Closed | -$1.88M | – | 83 |
|
|
2022
Q2 | $1.88M | Buy |
+36,980
| New | +$1.88M | 1.35% | 20 |
|