Simplicity Wealth’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 | $9.25M | Buy |
179,816
+73,659
| +69% | +$3.79M | 0.39% | 58 |
|
|
2025
Q1 | $5.42M | Buy |
106,157
+100,280
| +1,706% | +$5.12M | 0.42% | 45 |
|
|
2024
Q4 | $295K | Sell |
5,877
-92,101
| -94% | -$4.63M | 0.06% | 241 |
|
|
2024
Q3 | $5.15M | Sell |
97,978
-10,483
| -10% | -$551K | 0.48% | 47 |
|
|
2024
Q2 | $5.45M | Sell |
108,461
-43,801
| -29% | -$2.2M | 0.12% | 166 |
|
|
2024
Q1 | $7.73M | Buy |
152,262
+10,207
| +7% | +$518K | 0.18% | 112 |
|
|
2023
Q4 | $7.28M | Sell |
142,055
-2,643
| -2% | -$135K | 2.82% | 10 |
|
|
2023
Q3 | $6.96M | Buy |
144,698
+8,153
| +6% | +$392K | 4.07% | 9 |
|
|
2023
Q2 | $6.84M | Sell |
136,545
-5,300
| -4% | -$265K | 4.25% | 9 |
|
|
2023
Q1 | $7.19M | Buy |
141,845
+30,840
| +28% | +$1.56M | 4.78% | 8 |
|
|
2022
Q4 | $5.45M | Buy |
+111,005
| New | +$5.45M | 4.81% | 6 |
|