Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,085
| Closed | -$100K | – | 665 |
|
|
2022
Q3 | $100K | Sell |
2,085
-66
| -3% | -$3.17K | 0.08% | 113 |
|
|
2022
Q2 | $110K | Buy |
2,151
+14
| +0.7% | +$716 | 0.08% | 114 |
|
|
2022
Q1 | $118K | Sell |
2,137
-66
| -3% | -$3.64K | 0.08% | 126 |
|
|
2021
Q4 | $132K | Buy |
2,203
+292
| +15% | +$17.5K | 0.08% | 134 |
|
|
2021
Q3 | $115K | Buy |
1,911
+10
| +0.5% | +$602 | 0.07% | 146 |
|
|
2021
Q2 | $115K | Buy |
1,901
+10
| +0.5% | +$605 | 0.07% | 147 |
|
|
2021
Q1 | $112K | Buy |
1,891
+1,734
| +1,104% | +$103K | 0.07% | 147 |
|
|
2020
Q4 | $10K | Buy |
+157
| New | +$10K | 0.01% | 381 |
|