Waterloo Capital’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Waterloo Capital’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$310K	Sell
2025 Q1	$3.36M	Sell
2024 Q4	$7.54M	Buy
2024 Q3	$7.54M	Sell
2024 Q2	$9.55M	Buy
2024 Q1	$8.69M	Buy
2023 Q4	$5.88M	Buy
2023 Q3	$2.97M	Buy