4WM
4J Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,653
| Closed | -$639K | – | 87 |
|
|
2024
Q3 | $639K | Buy |
+5,653
| New | +$639K | 0.49% | 38 |
|
|
2024
Q1 | – | Sell |
-12,692
| Closed | -$1.4M | – | 90 |
|
|
2023
Q4 | $1.4M | Buy |
+12,692
| New | +$1.4M | 1.28% | 20 |
|
|
2021
Q2 | – | Sell |
-18,981
| Closed | -$2.47M | – | 78 |
|
|
2021
Q1 | $2.47M | Sell |
18,981
-290
| -2% | -$37.7K | 2.3% | 11 |
|
|
2020
Q4 | $2.66M | Buy |
+19,271
| New | +$2.66M | 2.56% | 8 |
|