Planned Solutions’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
Q4 | – | Sell |
-112
| Closed | -$5.89K | – | 602 |
|
|
2024
Q3 | $5.89K | Buy |
+112
| New | +$5.89K | ﹤0.01% | 485 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$5.74K | – | 525 |
|
|
2023
Q4 | $5.74K | Buy |
+112
| New | +$5.74K | ﹤0.01% | 465 |
|
|
2021
Q1 | – | Sell |
-112
| Closed | -$7K | – | 386 |
|
|
2020
Q4 | $7K | Hold |
112
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $7K | Buy |
+112
| New | +$7K | 0.01% | 269 |
|