Icon Wealth 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
Q3 | $158K | Buy |
3,289
+28
| +0.9% | +$1.35K | 0.02% | 316 |
|
|
2023
Q2 | $163K | Sell |
3,261
-19
| -0.6% | -$952 | 0.02% | 342 |
|
|
2023
Q1 | $166K | Buy |
+3,280
| New | +$166K | 0.02% | 340 |
|
|
2022
Q2 | – | Sell |
-3,749
| Closed | -$206K | – | 337 |
|
|
2022
Q1 | $206K | Buy |
+3,749
| New | +$206K | 0.02% | 315 |
|
|
2019
Q2 | – | Sell |
-158
| Closed | -$9K | – | 739 |
|
|
2019
Q1 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 691 |
|