Summit Financial’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Summit Financial’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$619K	Sell
2025 Q1	$651K	Sell
2024 Q4	$941K	Sell
2024 Q3	$1.48M	Sell
2024 Q2	$1.6M	Buy
2024 Q1	$358K	Sell
2023 Q4	$451K	Sell
2023 Q3	$423K	Hold
2023 Q2	$441K	Buy