Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-89
| Closed | -$4.37K | – | 1270 |
|
|
2022
Q4 | $4.37K | Sell |
89
-2,351
| -96% | -$115K | ﹤0.01% | 830 |
|
|
2022
Q3 | $119K | Sell |
2,440
-70
| -3% | -$3.41K | 0.06% | 223 |
|
|
2022
Q2 | $129K | Hold |
2,510
| – | – | 0.07% | 201 |
|
|
2022
Q1 | $138K | Hold |
2,510
| – | – | 0.07% | 209 |
|
|
2021
Q4 | $150K | Hold |
2,510
| – | – | 0.07% | 203 |
|
|
2021
Q3 | $151K | Hold |
2,510
| – | – | 0.1% | 167 |
|
|
2021
Q2 | $152K | Sell |
2,510
-1,329
| -35% | -$80.5K | 0.1% | 183 |
|
|
2021
Q1 | $227K | Buy |
3,839
+2,142
| +126% | +$127K | 0.18% | 115 |
|
|
2020
Q4 | $105K | Buy |
+1,697
| New | +$105K | 0.1% | 199 |
|