Marcum Wealth’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 Q2	–	Sell	-4,352	Closed	-$220K	–	400
2023 Q1	$220K	Buy	4,352 +105	+2%	+$5.32K	0.03%	304
2022 Q4	$209K	Hold	4,247	–	–	0.03%	301
2022 Q3	$204K	Buy	+4,247	New	+$204K	0.03%	299