Cypress Wealth Services’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 |
-4,362
| Closed | -$221K | – | 276 |
|
|
2024
Q1 | $221K | Sell |
4,362
-525
| -11% | -$26.7K | 0.05% | 237 |
|
|
2023
Q4 | $251K | Buy |
+4,887
| New | +$251K | 0.06% | 204 |
|
|
2021
Q3 | – | Sell |
-4,847
| Closed | -$294K | – | 265 |
|
|
2021
Q2 | $294K | Hold |
4,847
| – | – | 0.08% | 201 |
|
|
2021
Q1 | $286K | Hold |
4,847
| – | – | 0.06% | 225 |
|
|
2020
Q4 | $300K | Buy |
+4,847
| New | +$300K | 0.07% | 206 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 229 |
|