SAI

Savvy Advisors Inc’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
2024 Q3	–	Sell	-5,069	Closed	-$255K	–	373
2024 Q2	$255K	Sell	5,069 -423	-8%	-$21.2K	0.08%	238
2024 Q1	$279K	Buy	5,492 +335	+6%	+$17K	0.16%	169
2023 Q4	$264K	Buy	+5,157	New	+$264K	0.26%	125