Synergy Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Synergy Investment Management’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 Q3	$348K	Sell
2025 Q2	$504K	Sell
2025 Q1	$1.35M	Sell
2024 Q4	$2.71M	Buy