Valmark Advisers’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 | $143M | Buy |
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2025
Q1 | $137M | Buy |
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|
2024
Q4 | $129M | Buy |
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|
2024
Q3 | $128M | Buy |
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|
2024
Q2 | $118M | Buy |
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|
2024
Q1 | $110M | Buy |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $99.7M | Buy |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $96.1M | Buy |
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|
2022
Q4 | $82.7M | Buy |
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|
2022
Q3 | $77.4M | Buy |
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|
2022
Q2 | $80.1M | Buy |
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|
2022
Q1 | $78.6M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $205K | Buy |
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