Valley Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2025
Q1
$475K Buy
2024
Q4
$456K Buy
2024
Q3
$466K Sell
2024
Q2
$446K Sell
2024
Q1
$459K Sell
2023
Q4
$465K Buy