United Advisor Group’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
$516K Buy
10,032
+5,369
+115% +$276K 0.09% 212
2025
Q1
$238K Sell
4,663
-1,133
-20% -$57.9K 0.05% 311
2024
Q4
$291K Sell
5,796
-11,574
-67% -$582K 0.06% 301
2024
Q3
$913K Buy
+17,370
New +$913K 0.21% 111