Hart & Patterson 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 Q4	$3.02M	Buy	60,039 +1,448	+2%	+$72.8K	1.47%	25
2024 Q3	$3.08M	Sell	58,591 -9,221	-14%	-$485K	1.46%	25
2024 Q2	$3.4M	Buy	67,812 +508	+0.8%	+$25.5K	1.69%	22
2024 Q1	$3.42M	Buy	67,304 +301	+0.4%	+$15.3K	1.69%	23
2023 Q4	$3.43M	Buy	+67,003	New	+$3.43M	1.78%	17