Wealth & Pension Services Group’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
2019
Q3
$1.65M Sell
28,357
-370
-1% -$21.6K 1.2% 23
2019
Q2
$1.64M Hold
28,727
1.19% 26
2019
Q1
$1.59M Hold
28,727
1.24% 25
2018
Q4
$1.52M Sell
28,727
-3,213
-10% -$170K 1.37% 25
2018
Q3
$1.71M Buy
+31,940
New +$1.71M 1.72% 17