Ridgecrest Wealth Partners’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
2022 Q1	–	Sell	-10,508	Closed	-$628K	–	121
2021 Q4	$628K	Sell	10,508 -411	-4%	-$24.6K	0.31%	62
2021 Q3	$656K	Buy	10,919 +134	+1%	+$8.05K	0.36%	57
2021 Q2	$653K	Buy	10,785 +600	+6%	+$36.3K	0.41%	53
2021 Q1	$601K	Buy	+10,185	New	+$601K	0.57%	44