Wealthstar Advisors’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
2026 Q1	$742K	Sell	14,481 -14	-0.1%	-$725	0.44%	62
2025 Q4	$750K	Sell	14,495 -517	-3%	-$26.9K	0.41%	54
2025 Q3	$784K	Sell	15,012 -72	-0.5%	-$3.71K	0.31%	63
2025 Q2	$776K	Sell	15,084 -169	-1%	-$8.54K	0.29%	59
2025 Q1	$779K	Sell	15,253 -477	-3%	-$24.2K	0.36%	63
2024 Q4	$791K	Buy	+15,730	New	+$806K	0.34%	54
2024 Q2	–	Sell	-16,552	Closed	-$840K	–	136
2024 Q1	$840K	Sell	16,552 -38	-0.2%	-$1.92K	0.29%	50
2023 Q4	$850K	Sell	16,590 -131	-0.8%	-$6.39K	0.32%	48
2023 Q3	$804K	Sell	16,721 -916	-5%	-$45.1K	0.35%	38
2023 Q2	$883K	Sell	17,637 -670	-4%	-$33.6K	0.37%	32
2023 Q1	$927K	Sell	18,307 -313	-2%	-$15.7K	0.39%	32
2022 Q4	$914K	Sell	18,620 -121	-0.6%	-$5.9K	0.42%	30
2022 Q3	$900K	Buy	18,741 +17	+0.1%	+$866	0.43%	30
2022 Q2	$957K	Sell	18,724 -407	-2%	-$21.2K	0.41%	35
2022 Q1	$1.06M	Sell	19,131 -1,124	-6%	-$63.8K	0.39%	36
2021 Q4	$1.21M	Sell	20,255 -242	-1%	-$14.5K	0.41%	33
2021 Q3	$1.23M	Sell	20,497 -1,448	-7%	-$88.2K	0.45%	35
2021 Q2	$1.33M	Buy	+21,945	New	+$1.31M	0.51%	34
2020 Q1	$1.19M	Sell	21,200 -221	-1%	-$12.8K	0.9%	14
2019 Q4	$1.24M	Sell	21,421 -328	-2%	-$19.1K	0.8%	15
2019 Q3	$1.26M	Sell	21,749 -1,351	-6%	-$77.9K	0.84%	15
2019 Q2	$1.32M	Sell	23,100 -660	-3%	-$36.7K	0.92%	15
2019 Q1	$1.32M	Sell	23,760 -53	-0.2%	-$2.86K	0.97%	13
2018 Q4	$1.27M	Buy	23,813 +9	+0%	+$474	1.05%	13
2018 Q3	$1.29M	Sell	23,804 -418	-2%	-$22.5K	0.98%	14
2018 Q2	$1.3M	Sell	24,222 -2,192	-8%	-$118K	1.01%	14
2018 Q1	$1.44M	Buy	+26,414	New	+$1.45M	1.22%	13