Moneta Group Investment Advisors’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 Q4	–	Sell	-4,318	Closed	-$208K	–	580
2023 Q3	$208K	Buy	4,318 +171	+4%	+$8.22K	﹤0.01%	487
2023 Q2	$208K	Buy	4,147 +12	+0.3%	+$601	﹤0.01%	509
2023 Q1	$209K	Buy	+4,135	New	+$209K	0.01%	491