Gryphon Financial Partners’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
-4,291
Closed -$217K 216
2023
Q1
$217K Sell
4,291
-1,395
-25% -$70.7K 0.05% 182
2022
Q4
$279K Sell
5,686
-423
-7% -$20.8K 0.07% 156
2022
Q3
$294K Buy
6,109
+3,526
+137% +$170K 0.07% 148
2022
Q2
$132K Buy
+2,583
New +$132K 0.03% 186