US 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
Q1 | $5.62M | Buy |
110,057
+4,063
| +4% | +$208K | 1.66% | 22 |
|
|
2024
Q4 | $5.33M | Buy |
105,994
+1,813
| +2% | +$91.2K | 1.64% | 20 |
|
|
2024
Q3 | $5.48M | Sell |
104,181
-2,127
| -2% | -$112K | 1.71% | 19 |
|
|
2024
Q2 | $5.34M | Buy |
106,308
+20,685
| +24% | +$1.04M | 1.79% | 19 |
|
|
2024
Q1 | $4.35M | Buy |
85,623
+1,475
| +2% | +$74.9K | 1.51% | 18 |
|
|
2023
Q4 | $4.31M | Buy |
84,148
+1,825
| +2% | +$93.5K | 1.61% | 19 |
|
|
2023
Q3 | $3.96M | Buy |
82,323
+1,711
| +2% | +$82.2K | 1.64% | 19 |
|
|
2023
Q2 | $4.04M | Buy |
80,612
+1,714
| +2% | +$85.9K | 1.72% | 18 |
|
|
2023
Q1 | $4M | Buy |
78,898
+3,900
| +5% | +$198K | 1.78% | 17 |
|
|
2022
Q4 | $3.68M | Buy |
+74,998
| New | +$3.68M | 1.85% | 16 |
|