MSH Capital 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 |
-4,181
| Closed | -$201K | – | 229 |
|
|
2023
Q3 | $201K | Sell |
4,181
-514
| -11% | -$24.7K | 0.08% | 205 |
|
|
2023
Q2 | $235K | Buy |
4,695
+40
| +0.9% | +$2K | 0.09% | 193 |
|
|
2023
Q1 | $236K | Sell |
4,655
-10
| -0.2% | -$507 | 0.1% | 178 |
|
|
2022
Q4 | $229K | Sell |
4,665
-44
| -0.9% | -$2.16K | 0.1% | 184 |
|
|
2022
Q3 | $226K | Sell |
4,709
-11
| -0.2% | -$529 | 0.11% | 172 |
|
|
2022
Q2 | $241K | Sell |
4,720
-434
| -8% | -$22.1K | 0.11% | 168 |
|
|
2022
Q1 | $284K | Sell |
5,154
-141
| -3% | -$7.76K | 0.12% | 161 |
|
|
2021
Q4 | $316K | Buy |
+5,295
| New | +$316K | 0.14% | 144 |
|