Sowell Financial Services’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 | $1.29M | Sell |
25,140
-1,669
| -6% | -$85.9K | 0.05% | 351 |
|
|
2025
Q1 | $1.37M | Buy |
26,809
+947
| +4% | +$48.4K | 0.06% | 309 |
|
|
2024
Q4 | $1.3M | Buy |
25,862
+7,657
| +42% | +$385K | 0.07% | 272 |
|
|
2024
Q3 | $957K | Buy |
+18,205
| New | +$957K | 0.04% | 344 |
|
|
2023
Q2 | – | Sell |
-5,244
| Closed | -$266K | – | 819 |
|
|
2023
Q1 | $266K | Buy |
+5,244
| New | +$266K | 0.02% | 607 |
|
|
2021
Q2 | – | Sell |
-10,128
| Closed | -$605K | – | 2618 |
|
|
2021
Q1 | $605K | Sell |
10,128
-2,249
| -18% | -$134K | 0.02% | 576 |
|
|
2020
Q4 | $767K | Sell |
12,377
-417
| -3% | -$25.8K | 0.03% | 391 |
|
|
2020
Q3 | $778K | Sell |
12,794
-3,649
| -22% | -$222K | 0.04% | 355 |
|
|
2020
Q2 | $993K | Sell |
16,443
-1,629
| -9% | -$98.4K | 0.05% | 274 |
|
|
2020
Q1 | $1.01M | Sell |
18,072
-63
| -0.3% | -$3.53K | 0.07% | 246 |
|
|
2019
Q4 | $1.06M | Sell |
18,135
-356
| -2% | -$20.7K | 0.08% | 252 |
|
|
2019
Q3 | $1.08M | Buy |
+18,491
| New | +$1.08M | 0.09% | 242 |
|
|
2019
Q1 | $932K | Sell |
16,861
-1,056
| -6% | -$58.4K | 0.1% | 211 |
|
|
2018
Q4 | $949K | Buy |
+17,917
| New | +$949K | 0.13% | 172 |
|