SIMA Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

SIMA Wealth Partners’s Portfolio USIG Stock Details USIG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.92M	Buy
2025 Q4	$9.21M	Buy
2025 Q3	$9.06M	Buy
2025 Q2	$8.89M	Buy
2025 Q1	$7.89M	Buy
2024 Q4	$6.88M	Buy
2024 Q3	$5.18M	Buy
2024 Q2	$4.34M	Buy