AWMNH
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Arcadia Wealth Management (New Hampshire)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-58,756
Closed -$2.98M 67
2023
Q1
$2.98M Buy
58,756
+4,040
+7% +$205K 2.47% 13
2022
Q4
$2.69M Buy
+54,716
New +$2.69M 2.36% 15