Householder Group Estate & Retirement Specialist’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 | – | Sell |
-688
| Closed | -$36K | – | 1182 |
|
|
2024
Q3 | $36K | Hold |
688
| – | – | 0.01% | 551 |
|
|
2024
Q2 | $34K | Sell |
688
-49
| -7% | -$2.42K | 0.01% | 559 |
|
|
2024
Q1 | $37.4K | Buy |
737
+19
| +3% | +$965 | 0.01% | 535 |
|
|
2023
Q4 | $36K | Sell |
718
-22
| -3% | -$1.1K | 0.01% | 530 |
|
|
2023
Q3 | $35.6K | Buy |
+740
| New | +$35.6K | 0.01% | 515 |
|
|
2023
Q1 | $68K | Buy |
+1,334
| New | +$68K | 0.03% | 379 |
|
|
2022
Q4 | – | Sell |
-884
| Closed | -$42K | – | 1091 |
|
|
2022
Q3 | $42K | Buy |
+884
| New | +$42K | 0.02% | 435 |
|