Summit Asset Management’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	$1.95M	Hold	37,919	–	–	0.32%	44
2025 Q1	$1.94M	Sell	37,919 -556	-1%	-$28.4K	0.34%	40
2024 Q4	$1.93M	Buy	+38,475	New	+$1.93M	0.34%	39