LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $37K | Sell |
603
-243
| -29% | -$14.9K | 0.02% | 273 |
|
|
2020
Q2 | $51K | Hold |
846
| – | – | 0.02% | 243 |
|
|
2020
Q1 | $47K | Hold |
846
| – | – | 0.03% | 230 |
|
|
2019
Q4 | $49K | Hold |
846
| – | – | 0.02% | 253 |
|
|
2019
Q3 | $49K | Hold |
846
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $48K | Hold |
846
| – | – | 0.02% | 248 |
|
|
2019
Q1 | $47K | Hold |
846
| – | – | 0.03% | 250 |
|
|
2018
Q4 | $45K | Hold |
846
| – | – | 0.03% | 244 |
|
|
2018
Q3 | $45K | Hold |
846
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $45K | Hold |
846
| – | – | 0.03% | 253 |
|
|
2018
Q1 | $46K | Buy |
+846
| New | +$46K | 0.03% | 238 |
|