Wealth Enhancement Advisory Services’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 | $6.47M | Buy |
126,468
+12,287
| +11% | +$629K | 0.01% | 793 |
|
|
2025
Q1 | $5.83M | Buy |
114,181
+6,784
| +6% | +$347K | 0.01% | 772 |
|
|
2024
Q4 | $5.4M | Buy |
107,397
+74,632
| +228% | +$3.75M | 0.01% | 773 |
|
|
2024
Q3 | $1.72M | Sell |
32,765
-1,054
| -3% | -$55.4K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $1.7M | Buy |
33,819
+1,409
| +4% | +$70.7K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $1.65M | Sell |
32,410
-11,687
| -27% | -$593K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $2.26M | Sell |
44,097
-977
| -2% | -$50.1K | 0.01% | 859 |
|
|
2023
Q3 | $2.17M | Buy |
45,074
+28,866
| +178% | +$1.39M | 0.01% | 832 |
|
|
2023
Q2 | $812K | Sell |
16,208
-12,737
| -44% | -$638K | 0.01% | 290 |
|
|
2023
Q1 | $1.47M | Sell |
28,945
-8,432
| -23% | -$427K | 0.02% | 259 |
|
|
2022
Q4 | $1.9M | Buy |
37,377
+2,199
| +6% | +$112K | 0.02% | 178 |
|
|
2022
Q3 | $1.69M | Buy |
35,178
+11,377
| +48% | +$545K | 0.02% | 184 |
|
|
2022
Q2 | $1.21M | Sell |
23,801
-13,021
| -35% | -$664K | 0.02% | 237 |
|
|
2022
Q1 | $2.03M | Buy |
+36,822
| New | +$2.03M | 0.03% | 191 |
|