RWA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,300
| Closed | -$123K | – | 672 |
|
|
2018
Q2 | $123K | Hold |
2,300
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $125K | Sell |
2,300
-3,626
| -61% | -$197K | 0.02% | 241 |
|
|
2017
Q4 | $332K | Buy |
5,926
+22
| +0.4% | +$1.23K | 0.04% | 184 |
|
|
2017
Q3 | $331K | Sell |
5,904
-1,314
| -18% | -$73.7K | 0.04% | 185 |
|
|
2017
Q2 | $403K | Sell |
7,218
-476
| -6% | -$26.6K | 0.05% | 142 |
|
|
2017
Q1 | $423K | Buy |
+7,694
| New | +$423K | 0.06% | 140 |
|