Simplicity Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $273K | Buy |
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2023
Q3 | $250K | Sell |
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|
2023
Q2 | $7.08M | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $716K | Sell |
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|
2021
Q1 | $732K | Sell |
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|
2020
Q4 | $115M | Buy |
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|
2020
Q3 | $106M | Buy |
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|
2020
Q2 | $89.8M | Buy |
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|
2020
Q1 | $60.8M | Sell |
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|
2019
Q4 | $63.7M | Buy |
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|
2019
Q3 | $56.8M | Sell |
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|
2019
Q2 | $63.5M | Buy |
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|
2019
Q1 | $26.4M | Buy |
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|
2018
Q4 | $361K | Sell |
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|
2018
Q3 | $46.3M | Buy |
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|
2018
Q2 | $34.6M | Buy |
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|
2018
Q1 | $25.1M | Buy |
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|
2017
Q4 | $20.8M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $13.1M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $717K | Buy |
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