MD Financial Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$33.5M Sell
560,101
-5,414
-1% -$325K 0.81% 42
2021
Q3
$34M Sell
565,515
-626,543
-53% -$38.2M 0.86% 39
2021
Q2
$70.3M Buy
1,192,058
+175,240
+17% +$10.5M 2.02% 19
2021
Q1
$59.8M Buy
1,016,818
+73,486
+8% +$4.43M 1.74% 17
2020
Q4
$58.5M Buy
943,332
+42,765
+5% +$2.62M 1.85% 21
2020
Q3
$54.7M Buy
900,567
+245,020
+37% +$15M 2.21% 17
2020
Q2
$39.6M Buy
655,547
+85,098
+15% +$4.98M 2.14% 23
2020
Q1
$32M Sell
570,449
-485,811
-46% -$28.2M 1.98% 21
2019
Q4
$61.6M Buy
1,056,260
+589,872
+126% +$34.3M 3.1% 15
2019
Q3
$27.2M Buy
466,388
+39,573
+9% +$2.28M 1.43% 26
2019
Q2
$24.4M Buy
+426,815
New +$23.7M 1.18% 27

Other funds holding USIG