Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-139
| Closed | -$8K | – | 1069 |
|
|
2021
Q4 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 719 |
|
|
2019
Q4 | – | Sell |
-10,731
| Closed | -$625K | – | 785 |
|
|
2019
Q3 | $625K | Hold |
10,731
| – | – | 0.38% | 50 |
|
|
2019
Q2 | $612K | Hold |
10,731
| – | – | 0.37% | 51 |
|
|
2019
Q1 | $593K | Sell |
10,731
-305
| -3% | -$16.9K | 0.38% | 48 |
|
|
2018
Q4 | $584K | Sell |
11,036
-962
| -8% | -$50.9K | 0.42% | 42 |
|
|
2018
Q3 | $636K | Buy |
+11,998
| New | +$636K | 0.42% | 43 |
|