WBH Advisory’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 | $1.43M | Buy |
27,869
+2,175
| +8% | +$112K | 0.12% | 125 |
|
|
2025
Q1 | $1.31M | Buy |
25,694
+50
| +0.2% | +$2.55K | 0.12% | 126 |
|
|
2024
Q4 | $1.29M | Buy |
25,644
+1,633
| +7% | +$82.1K | 0.12% | 127 |
|
|
2024
Q3 | $1.26M | Sell |
24,011
-263
| -1% | -$13.8K | 0.12% | 129 |
|
|
2024
Q2 | $1.22M | Sell |
24,274
-1,177
| -5% | -$59.1K | 0.12% | 128 |
|
|
2024
Q1 | $1.29M | Sell |
25,451
-258
| -1% | -$13.1K | 0.13% | 128 |
|
|
2023
Q4 | $1.32M | Buy |
25,709
+13,174
| +105% | +$675K | 0.15% | 125 |
|
|
2023
Q3 | $603K | Buy |
12,535
+1,929
| +18% | +$92.7K | 0.07% | 184 |
|
|
2023
Q2 | $531K | Sell |
10,606
-4,131
| -28% | -$207K | 0.06% | 198 |
|
|
2023
Q1 | $747K | Buy |
+14,737
| New | +$747K | 0.09% | 170 |
|
|
2022
Q3 | $1.06M | Sell |
22,078
-4,078
| -16% | -$196K | 0.15% | 135 |
|
|
2022
Q2 | $1.34M | Buy |
+26,156
| New | +$1.34M | 0.18% | 119 |
|