Acorn Financial 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
2021
Q1
Sell
-4,530
Closed -$281K 225
2020
Q4
$281K Sell
4,530
-818
-15% -$50.7K 0.11% 179
2020
Q3
$326K Hold
5,348
0.17% 151
2020
Q2
$325K Sell
5,348
-4,242
-44% -$258K 0.23% 138
2020
Q1
$537K Hold
9,590
0.53% 64
2019
Q4
$559K Buy
+9,590
New +$559K 0.47% 73