BWM
BerganKDV Wealth Management’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 | $1.99M | Sell |
39,635
-4,036
| -9% | -$202K | 0.2% | 85 |
|
|
2023
Q1 | $2.21M | Sell |
43,671
-17,916
| -29% | -$908K | 0.23% | 78 |
|
|
2022
Q4 | $3.02M | Buy |
61,587
+4,304
| +8% | +$211K | 0.33% | 68 |
|
|
2022
Q3 | $2.75M | Buy |
57,283
+2,357
| +4% | +$113K | 0.33% | 63 |
|
|
2022
Q2 | $2.8M | Buy |
54,926
+15,355
| +39% | +$783K | 0.32% | 68 |
|
|
2022
Q1 | $2.18M | Sell |
39,571
-5,631
| -12% | -$310K | 0.23% | 86 |
|
|
2021
Q4 | $2.7M | Buy |
45,202
+3,132
| +7% | +$187K | 0.28% | 75 |
|
|
2021
Q3 | $2.53M | Buy |
42,070
+21,265
| +102% | +$1.28M | 0.29% | 73 |
|
|
2021
Q2 | $1.26M | Buy |
20,805
+1,958
| +10% | +$119K | 0.15% | 110 |
|
|
2021
Q1 | $1.11M | Buy |
+18,847
| New | +$1.11M | 0.14% | 113 |
|