New Legacy Group’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
Q3 | $365K | Hold |
7,600
| – | – | 1% | 20 |
|
2023
Q2 | $381K | Hold |
7,600
| – | – | 0.96% | 20 |
|
2023
Q1 | $385K | Hold |
7,600
| – | – | 1.1% | 20 |
|
2022
Q4 | $373K | Hold |
7,600
| – | – | 1.16% | 21 |
|
2022
Q3 | $365K | Hold |
7,600
| – | – | 0.94% | 21 |
|
2022
Q2 | $387K | Hold |
7,600
| – | – | 0.78% | 21 |
|
2022
Q1 | $418K | Hold |
7,600
| – | – | 0.16% | 20 |
|
2021
Q4 | $454K | Buy |
+7,600
| New | +$454K | 0.09% | 23 |
|