MFW
Mosaic Family Wealth’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,806
| Closed | -$266K | – | 581 |
|
|
2019
Q1 | $266K | Sell |
4,806
-228
| -5% | -$12.6K | 0.11% | 129 |
|
|
2018
Q4 | $267K | Sell |
5,034
-7,036
| -58% | -$373K | 0.11% | 123 |
|
|
2018
Q3 | $635K | Sell |
12,070
-8,379
| -41% | -$441K | 0.26% | 55 |
|
|
2018
Q2 | $2.19M | Sell |
20,449
-4,227
| -17% | -$453K | 0.83% | 17 |
|
|
2018
Q1 | $2.69M | Buy |
24,676
+996
| +4% | +$109K | 0.99% | 14 |
|
|
2017
Q4 | $2.65M | Buy |
+23,680
| New | +$2.65M | 0.97% | 16 |
|