Sanchez Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,405
| Closed | -$565K | – | 34 |
|
|
2021
Q3 | $565K | Sell |
9,405
-337
| -3% | -$20.2K | 0.25% | 24 |
|
|
2021
Q2 | $590K | Sell |
9,742
-346
| -3% | -$21K | 0.27% | 24 |
|
|
2021
Q1 | $596K | Sell |
10,088
-154,718
| -94% | -$9.14M | 0.3% | 22 |
|
|
2020
Q4 | $10.2M | Sell |
164,806
-82,260
| -33% | -$5.1M | 5.49% | 7 |
|
|
2020
Q3 | $15M | Buy |
247,066
+46,148
| +23% | +$2.8M | 8.88% | 5 |
|
|
2020
Q2 | $12.1M | Buy |
+200,918
| New | +$12.1M | 8.09% | 6 |
|