JFS Wealth 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
Q4
Sell
-13,479
Closed -$648K 1997
2022
Q3
$648K Hold
13,479
0.07% 130
2022
Q2
$687K Buy
+13,479
New +$687K 0.07% 123