Synergy Investment 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	$504K	Sell	9,794 -16,615	-63%	-$855K	0.3%	42
2025 Q1	$1.35M	Sell	26,409 -27,429	-51%	-$1.4M	0.56%	41
2024 Q4	$2.71M	Buy	+53,838	New	+$2.71M	1.16%	21