Heck Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56,113
| Closed | -$3.09M | – | 159 |
|
|
2022
Q1 | $3.09M | Sell |
56,113
-44,175
| -44% | -$2.43M | 0.56% | 44 |
|
|
2021
Q4 | $5.99M | Buy |
100,288
+6,869
| +7% | +$410K | 1.09% | 24 |
|
|
2021
Q3 | $5.61M | Buy |
93,419
+1,114
| +1% | +$67K | 1.12% | 22 |
|
|
2021
Q2 | $5.59M | Buy |
92,305
+2,254
| +3% | +$137K | 1.11% | 24 |
|
|
2021
Q1 | $5.32M | Buy |
+90,051
| New | +$5.32M | 1.17% | 20 |
|