TrueWealth Advisors’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
-3,950
Closed -$201K 176
2022
Q2
$201K Sell
3,950
-2,265
-36% -$115K 0.09% 167
2022
Q1
$371K Hold
6,215
0.17% 115
2021
Q4
$371K Buy
+6,215
New +$371K 0.17% 115