WealthShield 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 |
-228
| Closed | -$13K | – | 1144 |
|
|
2021
Q1 | $13K | Buy |
+228
| New | +$13K | ﹤0.01% | 762 |
|
|
2020
Q4 | – | Sell |
-940
| Closed | -$57K | – | 415 |
|
|
2020
Q3 | $57K | Hold |
940
| – | – | 0.02% | 299 |
|
|
2020
Q2 | $57K | Buy |
+940
| New | +$57K | 0.03% | 244 |
|
|
2019
Q1 | – | Sell |
-930
| Closed | -$49K | – | 288 |
|
|
2018
Q4 | $49K | Hold |
930
| – | – | 0.03% | 163 |
|
|
2018
Q3 | $50K | Hold |
930
| – | – | 0.03% | 167 |
|
|
2018
Q2 | $50K | Hold |
930
| – | – | 0.03% | 158 |
|
|
2018
Q1 | $51K | Hold |
930
| – | – | 0.03% | 151 |
|
|
2017
Q4 | $52K | Buy |
+930
| New | +$52K | 0.03% | 154 |
|