Goldstone Financial Group’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 |
-4,220
| Closed | -$214K | – | 188 |
|
|
2024
Q1 | $214K | Sell |
4,220
-650
| -13% | -$33K | 0.05% | 155 |
|
|
2023
Q4 | $250K | Buy |
4,870
+94
| +2% | +$4.82K | 0.06% | 139 |
|
|
2023
Q3 | $230K | Sell |
4,776
-582
| -11% | -$28K | 0.07% | 139 |
|
|
2023
Q2 | $268K | Sell |
5,358
-1,185
| -18% | -$59.4K | 0.08% | 135 |
|
|
2023
Q1 | $331K | Buy |
+6,543
| New | +$331K | 0.11% | 107 |
|