Snider Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,532
| Closed | -$282K | – | 63 |
|
2022
Q2 | $282K | Buy |
5,532
+17
| +0.3% | +$867 | 0.15% | 49 |
|
2022
Q1 | $304K | Sell |
5,515
-776
| -12% | -$42.8K | 0.14% | 50 |
|
2021
Q4 | $373K | Sell |
6,291
-1,318
| -17% | -$78.1K | 0.16% | 51 |
|
2021
Q3 | $458K | Sell |
7,609
-3,767
| -33% | -$227K | 0.2% | 46 |
|
2021
Q2 | $692K | Buy |
+11,376
| New | +$692K | 0.33% | 43 |
|