WealthSource Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $387K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $822K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $836K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $347K | Buy |
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