TIAM2
Tru Independence Asset Management 2’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,771
| Closed | -$225K | – | 136 |
|
|
2021
Q4 | $225K | Sell |
3,771
-1
| -0% | -$60 | 0.12% | 119 |
|
|
2021
Q3 | $227K | Buy |
3,772
+20
| +0.5% | +$1.2K | 0.16% | 90 |
|
|
2021
Q2 | $227K | Sell |
3,752
-629
| -14% | -$38.1K | 0.16% | 105 |
|
|
2021
Q1 | $259K | Sell |
4,381
-72,551
| -94% | -$4.29M | 0.2% | 93 |
|
|
2020
Q4 | $4.77M | Buy |
+76,932
| New | +$4.77M | 4.02% | 2 |
|