Cary Street Partners Investment Advisory’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
2024 Q1	–	Sell	-4,272	Closed	-$219K	–	721
2023 Q4	$219K	Sell	4,272 -3,098	-42%	-$159K	0.01%	597
2023 Q3	$354K	Buy	7,370 +2,723	+59%	+$131K	0.02%	445
2023 Q2	$233K	Buy	+4,647	New	+$233K	0.02%	474