Sowell Financial Services’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 | $1.38M | Buy |
|
|||||
|
2025
Q2 | $1.29M | Sell |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.3M | Buy |
|
|||||
|
2024
Q3 | $957K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $266K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $605K | Sell |
|
|||||
|
2020
Q4 | $767K | Sell |
|
|||||
|
2020
Q3 | $778K | Sell |
|
|||||
|
2020
Q2 | $993K | Sell |
|
|||||
|
2020
Q1 | $1.01M | Sell |
|
|||||
|
2019
Q4 | $1.06M | Sell |
|
|||||
|
2019
Q3 | $1.08M | Buy |
|
|||||
|
2019
Q1 | $932K | Sell |
|
|||||
|
2018
Q4 | $949K | Buy |
|