Birchcreek 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
Q2 | – | Sell |
-10,694
| Closed | -$542K | – | 140 |
|
|
2023
Q1 | $542K | Buy |
10,694
+3,433
| +47% | +$174K | 0.43% | 61 |
|
|
2022
Q4 | $357K | Sell |
7,261
-1,882
| -21% | -$92.4K | 0.32% | 77 |
|
|
2022
Q3 | $439K | Sell |
9,143
-241
| -3% | -$11.6K | 0.41% | 64 |
|
|
2022
Q2 | $478K | Sell |
9,384
-282
| -3% | -$14.4K | 0.43% | 59 |
|
|
2022
Q1 | $532K | Sell |
9,666
-647
| -6% | -$35.6K | 0.47% | 54 |
|
|
2021
Q4 | $616K | Sell |
10,313
-2,073
| -17% | -$124K | 0.54% | 47 |
|
|
2021
Q3 | $744K | Buy |
12,386
+602
| +5% | +$36.2K | 0.69% | 39 |
|
|
2021
Q2 | $714K | Sell |
11,784
-35
| -0.3% | -$2.12K | 0.69% | 37 |
|
|
2021
Q1 | $698K | Buy |
11,819
+1,677
| +17% | +$99K | 0.74% | 37 |
|
|
2020
Q4 | $628K | Buy |
+10,142
| New | +$628K | 0.62% | 41 |
|