Lane & Associates’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
Q2 | – | Sell |
-5,642
| Closed | -$286K | – | 118 |
|
|
2024
Q1 | $286K | Sell |
5,642
-103
| -2% | -$5.23K | 0.18% | 90 |
|
|
2023
Q4 | $294K | Buy |
5,745
+300
| +6% | +$15.4K | 0.21% | 82 |
|
|
2023
Q3 | $262K | Buy |
5,445
+834
| +18% | +$40.1K | 0.21% | 87 |
|
|
2023
Q2 | $231K | Sell |
4,611
-741
| -14% | -$37.1K | 0.18% | 92 |
|
|
2023
Q1 | $271K | Buy |
5,352
+192
| +4% | +$9.73K | 0.24% | 77 |
|
|
2022
Q4 | $253K | Buy |
+5,160
| New | +$253K | 0.24% | 75 |
|