Carroll Financial Associates’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $177K | Hold |
|
|||||
|
2021
Q3 | $177K | Hold |
|
|||||
|
2021
Q2 | $179K | Sell |
|
|||||
|
2021
Q1 | $181K | Buy |
|
|||||
|
2020
Q4 | $182K | Hold |
|
|||||
|
2020
Q3 | $178K | Buy |
|
|||||
|
2020
Q2 | $169K | Buy |
|
|||||
|
2020
Q1 | $151K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $50K | Hold |
|
|||||
|
2015
Q3 | $51K | Hold |
|
|||||
|
2015
Q2 | $51K | Buy |
|