Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $622K | Sell |
11,829
-1,030
| -8% | -$54.2K | 2.39% | 10 |
|
|
2024
Q2 | $646K | Buy |
12,859
+607
| +5% | +$30.5K | 3.94% | 9 |
|
|
2024
Q1 | $622K | Sell |
12,252
-1,128
| -8% | -$57.3K | 4.06% | 9 |
|
|
2023
Q4 | $686K | Buy |
13,380
+1,292
| +11% | +$66.2K | 4.5% | 8 |
|
|
2023
Q3 | $581K | Buy |
12,088
+343
| +3% | +$16.5K | 5.78% | 7 |
|
|
2023
Q2 | $588K | Buy |
11,745
+304
| +3% | +$15.2K | 5.4% | 8 |
|
|
2023
Q1 | $580K | Sell |
11,441
-2,458
| -18% | -$125K | 5.83% | 8 |
|
|
2022
Q4 | $683K | Sell |
13,899
-1,375
| -9% | -$67.5K | 0.9% | 50 |
|
|
2022
Q3 | $734K | Sell |
15,274
-863
| -5% | -$41.5K | 0.71% | 52 |
|
|
2022
Q2 | $823K | Sell |
16,137
-1,989
| -11% | -$101K | 0.77% | 51 |
|
|
2022
Q1 | $998K | Buy |
18,126
+147
| +0.8% | +$8.09K | 0.83% | 50 |
|
|
2021
Q4 | $1.07M | Buy |
+17,979
| New | +$1.07M | 0.88% | 49 |
|