UWM
USAdvisors Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,465
| Closed | -$554K | – | 116 |
|
|
2022
Q3 | $554K | Sell |
11,465
-35
| -0.3% | -$1.69K | 0.28% | 72 |
|
|
2022
Q2 | $587K | Sell |
11,500
-102,151
| -90% | -$5.21M | 0.29% | 71 |
|
|
2022
Q1 | $6.24M | Sell |
113,651
-13,942
| -11% | -$765K | 2.66% | 12 |
|
|
2021
Q4 | $7.56M | Buy |
127,593
+1,568
| +1% | +$92.9K | 3.08% | 10 |
|
|
2021
Q3 | $7.57M | Buy |
126,025
+23,374
| +23% | +$1.4M | 3.28% | 9 |
|
|
2021
Q2 | $6.21M | Sell |
102,651
-19,952
| -16% | -$1.21M | 3.37% | 8 |
|
|
2021
Q1 | $7.26M | Buy |
122,603
+1,032
| +0.8% | +$61.1K | 3.51% | 7 |
|
|
2020
Q4 | $7.51M | Sell |
121,571
-8,966
| -7% | -$554K | 3.61% | 10 |
|
|
2020
Q3 | $7.95K | Buy |
130,537
+2,103
| +2% | +$128 | 1.24% | 10 |
|
|
2020
Q2 | $7.76M | Buy |
128,434
+11,721
| +10% | +$708K | 4.12% | 9 |
|
|
2020
Q1 | $6.41M | Sell |
116,713
-30,404
| -21% | -$1.67M | 3.96% | 10 |
|
|
2019
Q4 | $8.53M | Buy |
147,117
+56,852
| +63% | +$3.3M | 4.42% | 10 |
|
|
2019
Q3 | $5.23M | Buy |
90,265
+2,752
| +3% | +$159K | 2.7% | 15 |
|
|
2019
Q2 | $4.98K | Buy |
+87,513
| New | +$4.98K | 2.13% | 14 |
|