Strategic Financial Concepts’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 | $360K | Sell |
7,003
-355
| -5% | -$18.3K | 0.05% | 180 |
|
|
2025
Q1 | $376K | Buy |
7,358
+412
| +6% | +$21K | 0.07% | 208 |
|
|
2024
Q4 | $349K | Buy |
6,946
+2,139
| +44% | +$108K | 0.07% | 217 |
|
|
2024
Q3 | $253K | Sell |
4,807
-227,120
| -98% | -$11.9M | 0.08% | 201 |
|
|
2024
Q2 | $20.6K | Buy |
231,927
+227,248
| +4,857% | +$20.1K | 0.01% | 331 |
|
|
2024
Q1 | $238K | Buy |
+4,679
| New | +$238K | 0.06% | 268 |
|
|
2023
Q4 | – | Sell |
-4,445
| Closed | -$214K | – | 259 |
|
|
2023
Q3 | $214K | Buy |
+4,445
| New | +$214K | 0.07% | 232 |
|