Strategic Investment Advisors’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 | $8.07M | Buy |
156,959
+16,882
| +12% | +$868K | 0.78% | 31 |
|
|
2025
Q1 | $7.16M | Buy |
140,077
+14,310
| +11% | +$731K | 0.76% | 33 |
|
|
2024
Q4 | $6.32M | Buy |
125,767
+39,418
| +46% | +$1.98M | 0.67% | 35 |
|
|
2024
Q3 | $4.54M | Buy |
86,349
+3,383
| +4% | +$178K | 0.5% | 41 |
|
|
2024
Q2 | $4.17M | Buy |
82,966
+5,082
| +7% | +$255K | 0.51% | 38 |
|
|
2024
Q1 | $3.95M | Buy |
77,884
+6,123
| +9% | +$311K | 0.51% | 40 |
|
|
2023
Q4 | $3.68M | Sell |
71,761
-1,344
| -2% | -$68.9K | 0.53% | 41 |
|
|
2023
Q3 | $3.51M | Buy |
+73,105
| New | +$3.51M | 0.58% | 34 |
|
|
2023
Q2 | – | Sell |
-56,088
| Closed | -$2.84M | – | 247 |
|
|
2023
Q1 | $2.84M | Buy |
56,088
+867
| +2% | +$43.9K | 0.51% | 32 |
|
|
2022
Q4 | $2.71M | Buy |
55,221
+1,333
| +2% | +$65.5K | 0.56% | 35 |
|
|
2022
Q3 | $2.59M | Buy |
53,888
+16,896
| +46% | +$812K | 0.58% | 31 |
|
|
2022
Q2 | $1.89M | Sell |
36,992
-234
| -0.6% | -$11.9K | 0.38% | 44 |
|
|
2022
Q1 | $2.05M | Buy |
+37,226
| New | +$2.05M | 0.39% | 44 |
|