Cedar Brook Financial Partners’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
Q2 | – | Sell |
-16,138
| Closed | -$819K | – | 375 |
|
|
2024
Q1 | $819K | Buy |
16,138
+8,708
| +117% | +$442K | 0.16% | 149 |
|
|
2023
Q4 | $380K | Buy |
7,430
+2,872
| +63% | +$147K | 0.08% | 233 |
|
|
2023
Q3 | $219K | Buy |
+4,558
| New | +$219K | 0.06% | 329 |
|
|
2022
Q1 | – | Sell |
-3,356
| Closed | -$200K | – | 397 |
|
|
2021
Q4 | $200K | Buy |
+3,356
| New | +$200K | 0.05% | 363 |
|