Tolleson Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.43M | Hold |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $4.64M | Sell |
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|
2022
Q4 | $4.79M | Sell |
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|
2022
Q3 | $5.99M | Sell |
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|
2022
Q2 | $7.53M | Buy |
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