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NWAM LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

NWAM LLC’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,015
Closed -$913K – 568
2023
Q1 		$913K Sell
18,015
-5,287
-23% -$266K 0.09% 188
2022
Q4 		$1.14M Buy
23,302
+2,979
+15% +$145K 0.1% 195
2022
Q3 		$977K Sell
20,323
-242
-1% -$12.3K 0.09% 206
2022
Q2 		$1.06M Sell
20,565
-8,882
-30% -$463K 0.1% 200
2022
Q1 		$1.62M Buy
29,447
+10,196
+53% +$579K 0.12% 166
2021
Q4 		$1.15M Buy
19,251
+6,394
+50% +$384K 0.09% 215
2021
Q3 		$773K Sell
12,857
-313
-2% -$19.1K 0.07% 248
2021
Q2 		$798K Sell
13,170
-3,235
-20% -$193K 0.07% 237
2021
Q1 		$969K Buy
16,405
+8,853
+117% +$533K 0.1% 209
2020
Q4 		$468K Buy
+7,552
New +$462K 0.05% 278

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AF
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