Sargent Bickham Lagudis’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
Q1 | – | Sell |
-184
| Closed | -$10K | – | 811 |
|
|
2017
Q4 | $10K | Sell |
184
-100
| -35% | -$5.44K | ﹤0.01% | 614 |
|
|
2017
Q3 | $16K | Hold |
284
| – | – | ﹤0.01% | 540 |
|
|
2017
Q2 | $16K | Hold |
284
| – | – | ﹤0.01% | 512 |
|
|
2017
Q1 | $16K | Hold |
284
| – | – | ﹤0.01% | 523 |
|
|
2016
Q4 | $16K | Sell |
284
-580
| -67% | -$32.7K | ﹤0.01% | 499 |
|
|
2016
Q3 | $49 | Sell |
864
-200
| -19% | -$11 | 0.01% | 350 |
|
|
2016
Q2 | $60K | Sell |
1,064
-1,210
| -53% | -$68.2K | 0.01% | 319 |
|
|
2016
Q1 | $125K | Buy |
+2,274
| New | +$125K | 0.02% | 252 |
|