Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,416
| Closed | -$85K | – | 1046 |
|
|
2021
Q3 | $85K | Buy |
1,416
+4
| +0.3% | +$240 | 0.03% | 319 |
|
|
2021
Q2 | $86K | Sell |
1,412
-104
| -7% | -$6.33K | 0.03% | 234 |
|
|
2021
Q1 | $92K | Hold |
1,516
| – | – | 0.04% | 190 |
|
|
2020
Q4 | $92K | Buy |
1,516
+41
| +3% | +$2.49K | 0.05% | 188 |
|
|
2020
Q3 | $90K | Buy |
1,475
+405
| +38% | +$24.7K | 0.05% | 170 |
|
|
2020
Q2 | $65K | Buy |
+1,070
| New | +$65K | 0.05% | 197 |
|