Ackerman Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,966
| Closed | -$313K | – | 115 |
|
|
2022
Q4 | $313K | Hold |
2,966
| – | – | 0.08% | 83 |
|
|
2022
Q3 | $304K | Hold |
2,966
| – | – | 0.09% | 80 |
|
|
2022
Q2 | $326K | Hold |
2,966
| – | – | 0.09% | 82 |
|
|
2022
Q1 | $359K | Buy |
2,966
+456
| +18% | +$55.2K | 0.08% | 85 |
|
|
2021
Q4 | $333K | Buy |
2,510
+780
| +45% | +$103K | 0.08% | 87 |
|
|
2021
Q3 | $230K | Buy |
+1,730
| New | +$230K | 0.05% | 101 |
|