QFA
Quattro Financial Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,580
| Closed | -$787K | – | 97 |
|
|
2024
Q4 | $787K | Sell |
15,580
-73,801
| -83% | -$3.73M | 0.2% | 59 |
|
|
2024
Q3 | $4.62M | Sell |
89,381
-484
| -0.5% | -$25K | 1.3% | 24 |
|
|
2024
Q2 | $4.51M | Buy |
89,865
+1,898
| +2% | +$95.3K | 1.18% | 26 |
|
|
2024
Q1 | $4.47M | Buy |
87,967
+87,916
| +172,384% | +$4.46M | 1.27% | 24 |
|
|
2023
Q4 | $1.43M | Buy |
+51
| New | +$1.43M | 0.49% | 39 |
|