Venturi Wealth Management’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 | – | Sell |
-23
| Closed | -$1.16K | – | 1765 |
|
|
2024
Q4 | $1.16K | Hold |
23
| – | – | ﹤0.01% | 1908 |
|
|
2024
Q3 | $1.21K | Hold |
23
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q2 | $1.16K | Hold |
23
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q1 | $1.17K | Hold |
23
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q4 | $1.18K | Hold |
23
| – | – | ﹤0.01% | 1316 |
|
|
2023
Q3 | $1.11K | Hold |
23
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q2 | $1.15K | Hold |
23
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q1 | $1.17K | Buy |
+23
| New | +$1.17K | ﹤0.01% | 1092 |
|