United Capital 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 | $1.21M | Buy |
+23,506
| New | +$1.21M | 0.01% | 535 |
|
|
2023
Q1 | – | Sell |
-7,884
| Closed | -$387K | – | 1071 |
|
|
2022
Q4 | $387K | Buy |
+7,884
| New | +$387K | ﹤0.01% | 806 |
|
|
2022
Q1 | – | Sell |
-3,936
| Closed | -$235K | – | 1223 |
|
|
2021
Q4 | $235K | Sell |
3,936
-1,733
| -31% | -$103K | ﹤0.01% | 1098 |
|
|
2021
Q3 | $341K | Buy |
+5,669
| New | +$341K | ﹤0.01% | 958 |
|
|
2016
Q1 | – | Sell |
-3,942
| Closed | -$210K | – | 1280 |
|
|
2015
Q4 | $210K | Buy |
3,942
+6
| +0.2% | +$320 | ﹤0.01% | 1120 |
|
|
2015
Q3 | $213K | Buy |
+3,936
| New | +$213K | ﹤0.01% | 1143 |
|
|
2015
Q2 | – | Sell |
-124,220
| Closed | -$6.96M | – | 1313 |
|
|
2015
Q1 | $6.96M | Sell |
124,220
-26,908
| -18% | -$1.51M | 0.09% | 284 |
|
|
2014
Q4 | $8.45M | Sell |
151,128
-26,166
| -15% | -$1.46M | 0.13% | 185 |
|
|
2014
Q3 | $9.8M | Sell |
177,294
-24,672
| -12% | -$1.36M | 0.17% | 151 |
|
|
2014
Q2 | $11.3M | Sell |
201,966
-25,028
| -11% | -$1.39M | 0.21% | 122 |
|
|
2014
Q1 | $12.4M | Sell |
226,994
-25,988
| -10% | -$1.42M | 0.26% | 90 |
|
|
2013
Q4 | $13.5M | Sell |
252,982
-67,344
| -21% | -$3.6M | 0.46% | 55 |
|
|
2013
Q3 | $17.2M | Sell |
320,326
-78,954
| -20% | -$4.23M | 0.55% | 39 |
|
|
2013
Q2 | $21.5M | Buy |
+399,280
| New | +$21.5M | 0.57% | 41 |
|