Wescott Financial Advisory Group’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 | $455K | Buy |
8,852
+48
| +0.5% | +$2.47K | 0.04% | 123 |
|
|
2025
Q1 | $450K | Buy |
8,804
+120
| +1% | +$6.13K | 0.05% | 118 |
|
|
2024
Q4 | $437K | Buy |
8,684
+130
| +2% | +$6.54K | 0.05% | 122 |
|
|
2024
Q3 | $450K | Buy |
8,554
+94
| +1% | +$4.94K | 0.05% | 121 |
|
|
2024
Q2 | $425K | Buy |
8,460
+94
| +1% | +$4.72K | 0.05% | 119 |
|
|
2024
Q1 | $425K | Buy |
8,366
+59
| +0.7% | +$3K | 0.05% | 116 |
|
|
2023
Q4 | $426K | Buy |
8,307
+119
| +1% | +$6.1K | 0.06% | 113 |
|
|
2023
Q3 | $394K | Buy |
8,188
+85
| +1% | +$4.09K | 0.07% | 110 |
|
|
2023
Q2 | $406K | Buy |
8,103
+78
| +1% | +$3.91K | 0.07% | 109 |
|
|
2023
Q1 | $407K | Buy |
8,025
+49
| +0.6% | +$2.48K | 0.09% | 106 |
|
|
2022
Q4 | $392K | Buy |
+7,976
| New | +$392K | 0.08% | 104 |
|