Hantz Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,050
| Closed | -$50K | – | 1231 |
|
2023
Q3 | $50K | Buy |
1,050
+73
| +7% | +$3.48K | ﹤0.01% | 636 |
|
2023
Q2 | $49K | Hold |
977
| – | – | ﹤0.01% | 628 |
|
2023
Q1 | $49K | Buy |
+977
| New | +$49K | ﹤0.01% | 627 |
|
2022
Q4 | – | Sell |
-79
| Closed | -$4K | – | 1158 |
|
2022
Q3 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 894 |
|
2020
Q4 | – | Sell |
-5
| Closed | – | – | 648 |
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 622 |
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 612 |
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 523 |
|