Valeo 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 | $1.78M | Buy |
34,686
+3,119
| +10% | +$160K | 0.04% | 192 |
|
|
2025
Q1 | $1.61M | Buy |
31,567
+151
| +0.5% | +$7.71K | 0.05% | 188 |
|
|
2024
Q4 | $1.58M | Buy |
31,416
+627
| +2% | +$31.5K | 0.04% | 179 |
|
|
2024
Q3 | $1.62M | Buy |
30,789
+762
| +3% | +$40.1K | 0.05% | 184 |
|
|
2024
Q2 | $1.51M | Sell |
30,027
-1,829
| -6% | -$91.8K | 0.05% | 178 |
|
|
2024
Q1 | $1.57M | Buy |
31,856
+1,807
| +6% | +$89.2K | 0.06% | 171 |
|
|
2023
Q4 | $1.54M | Buy |
30,049
+1,035
| +4% | +$53.1K | 0.06% | 166 |
|
|
2023
Q3 | $1.39M | Buy |
29,014
+609
| +2% | +$29.3K | 0.06% | 161 |
|
|
2023
Q2 | $1.42M | Buy |
28,405
+291
| +1% | +$14.6K | 0.07% | 160 |
|
|
2023
Q1 | $1.42M | Buy |
28,114
+377
| +1% | +$19.1K | 0.07% | 170 |
|
|
2022
Q4 | $1.36M | Buy |
+27,737
| New | +$1.36M | 0.07% | 157 |
|