Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$2.12K | – | 2274 |
|
|
2024
Q2 | $2.12K | Sell |
42
-648
| -94% | -$32.8K | ﹤0.01% | 2001 |
|
|
2024
Q1 | $35K | Hold |
690
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q4 | $35K | Hold |
690
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q3 | $33.2K | Buy |
690
+42
| +6% | +$2.02K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $32.5K | Hold |
648
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q1 | $32.8K | Buy |
648
+354
| +120% | +$17.9K | ﹤0.01% | 1395 |
|
|
2022
Q4 | $14K | Hold |
294
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q3 | $14K | Sell |
294
-354
| -55% | -$16.9K | ﹤0.01% | 1468 |
|
|
2022
Q2 | $33K | Sell |
648
-518
| -44% | -$26.4K | ﹤0.01% | 1473 |
|
|
2022
Q1 | $64K | Hold |
1,166
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q4 | $70K | Buy |
1,166
+164
| +16% | +$9.85K | ﹤0.01% | 1563 |
|
|
2021
Q3 | $60K | Hold |
1,002
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q2 | $61K | Hold |
1,002
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q1 | $59K | Buy |
+1,002
| New | +$59K | ﹤0.01% | 1645 |
|