Connecticut 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
2024 Q3	–	Sell	-13,996	Closed	-$703K	–	338
2024 Q2	$703K	Sell	13,996 -609	-4%	-$30.6K	0.04%	191
2024 Q1	$741K	Sell	14,605 -368	-2%	-$18.7K	0.04%	178
2023 Q4	$768K	Buy	14,973 +156	+1%	+$8K	0.04%	169
2023 Q3	$712K	Buy	+14,817	New	+$712K	0.05%	136