Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $111K | Sell |
2,000
-900
| -31% | -$50K | 0.02% | 220 |
|
|
2014
Q2 | $162K | Hold |
2,900
| – | – | 0.03% | 192 |
|
|
2014
Q1 | $159K | Hold |
2,900
| – | – | 0.03% | 192 |
|
|
2013
Q4 | $156K | Hold |
2,900
| – | – | 0.03% | 187 |
|
|
2013
Q3 | $156K | Hold |
2,900
| – | – | 0.03% | 187 |
|
|
2013
Q2 | $156K | Buy |
+2,900
| New | +$156K | 0.03% | 191 |
|