Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-849
| Closed | -$50K | – | 1791 |
|
|
2021
Q1 | $50K | Buy |
+849
| New | +$50K | ﹤0.01% | 874 |
|
|
2020
Q2 | – | Sell |
-863
| Closed | -$48K | – | 1290 |
|
|
2020
Q1 | $48K | Buy |
863
+78
| +10% | +$4.34K | 0.01% | 515 |
|
|
2019
Q4 | $46K | Hold |
785
| – | – | 0.01% | 572 |
|
|
2019
Q3 | $46K | Buy |
785
+751
| +2,209% | +$44K | 0.01% | 552 |
|
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 1117 |
|
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1138 |
|