Phillips Financial Management’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
Q2 | – | Sell |
-280
| Closed | -$14.2K | – | 276 |
|
|
2024
Q1 | $14.2K | Hold |
280
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $14.4K | Hold |
280
| – | – | ﹤0.01% | 217 |
|
|
2023
Q3 | $13.5K | Hold |
280
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $14.2K | Hold |
280
| – | – | ﹤0.01% | 217 |
|
|
2022
Q4 | $13.8K | Sell |
280
-123
| -31% | -$6.04K | ﹤0.01% | 204 |
|
|
2022
Q3 | $19K | Buy |
+403
| New | +$19K | ﹤0.01% | 192 |
|