Enzi Wealth’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
2023 Q2	–	Sell	-23,061	Closed	-$1.16M	–	72
2023 Q1	$1.16M	Sell	23,061 -30,473	-57%	-$1.54M	0.6%	22
2022 Q4	$2.74M	Sell	53,534 -7,455	-12%	-$381K	1.31%	14
2022 Q3	$2.97M	Buy	+60,989	New	+$2.97M	1.45%	13