Transamerica Financial Advisors’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 | – | Sell |
-5
| Closed | -$1K | – | 588 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 556 |
|
|
2020
Q3 | – | Sell |
-8,259
| Closed | -$499K | – | 470 |
|
|
2020
Q2 | $499K | Buy |
+8,259
| New | +$499K | 0.11% | 101 |
|
|
2016
Q2 | – | Sell |
-1,820
| Closed | -$101K | – | 693 |
|
|
2016
Q1 | $101K | Hold |
1,820
| – | – | 0.01% | 315 |
|
|
2015
Q4 | $98K | Hold |
1,820
| – | – | 0.01% | 342 |
|
|
2015
Q3 | $99K | Hold |
1,820
| – | – | 0.01% | 326 |
|
|
2015
Q2 | $99K | Hold |
1,820
| – | – | 0.01% | 383 |
|
|
2015
Q1 | $104K | Buy |
+1,820
| New | +$104K | 0.01% | 366 |
|