Valley Financial 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 | $480K | Buy |
9,327
+26
| +0.3% | +$1.34K | 0.29% | 36 |
|
|
2025
Q1 | $475K | Buy |
9,301
+228
| +3% | +$11.6K | 0.32% | 36 |
|
|
2024
Q4 | $456K | Buy |
9,073
+210
| +2% | +$10.6K | 0.32% | 35 |
|
|
2024
Q3 | $466K | Sell |
8,863
-13
| -0.1% | -$684 | 0.33% | 35 |
|
|
2024
Q2 | $446K | Sell |
8,876
-172
| -2% | -$8.64K | 0.33% | 33 |
|
|
2024
Q1 | $459K | Sell |
9,048
-25
| -0.3% | -$1.27K | 0.35% | 33 |
|
|
2023
Q4 | $465K | Buy |
+9,073
| New | +$465K | 0.36% | 36 |
|