Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-633
| Closed | -$69.4K | – | 563 |
|
|
2023
Q1 | $69.4K | Sell |
633
-246
| -28% | -$27K | 0.03% | 404 |
|
|
2022
Q4 | $92.7K | Sell |
879
-322
| -27% | -$34K | 0.04% | 249 |
|
|
2022
Q3 | $126K | Hold |
1,201
| – | – | 0.07% | 216 |
|
|
2022
Q2 | $134K | Sell |
1,201
-1,260
| -51% | -$141K | 0.08% | 193 |
|
|
2022
Q1 | $298K | Sell |
2,461
-142
| -5% | -$17.2K | 0.15% | 116 |
|
|
2021
Q4 | $345K | Buy |
2,603
+594
| +30% | +$78.7K | 0.17% | 105 |
|
|
2021
Q3 | $267K | Buy |
2,009
+1,040
| +107% | +$138K | 0.17% | 106 |
|
|
2021
Q2 | $130K | Sell |
969
-54
| -5% | -$7.25K | 0.09% | 201 |
|
|
2021
Q1 | $133K | Sell |
1,023
-42
| -4% | -$5.46K | 0.11% | 178 |
|
|
2020
Q4 | $147K | Buy |
+1,065
| New | +$147K | 0.14% | 156 |
|