Triumph Capital 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 | $946K | Buy |
18,390
+464
| +3% | +$23.9K | 0.28% | 83 |
|
|
2025
Q1 | $916K | Buy |
17,926
+4,200
| +31% | +$215K | 0.31% | 76 |
|
|
2024
Q4 | $690K | Buy |
13,726
+5,874
| +75% | +$295K | 0.24% | 106 |
|
|
2024
Q3 | $413K | Buy |
7,852
+3,246
| +70% | +$171K | 0.15% | 155 |
|
|
2024
Q2 | $231K | Buy |
+4,606
| New | +$231K | 0.09% | 209 |
|
|
2023
Q2 | – | Sell |
-4,678
| Closed | -$237K | – | 249 |
|
|
2023
Q1 | $237K | Sell |
4,678
-5,069
| -52% | -$257K | 0.12% | 157 |
|
|
2022
Q4 | $479K | Buy |
+9,747
| New | +$479K | 0.26% | 93 |
|
|
2022
Q1 | – | Sell |
-3,801
| Closed | -$227K | – | 249 |
|
|
2021
Q4 | $227K | Sell |
3,801
-975
| -20% | -$58.2K | 0.1% | 186 |
|
|
2021
Q3 | $287K | Buy |
+4,776
| New | +$287K | 0.13% | 149 |
|