Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,457
| Closed | -$594K | – | 231 |
|
|
2023
Q4 | $594K | Sell |
5,457
-335
| -6% | -$36.5K | 0.1% | 119 |
|
|
2023
Q3 | $587K | Buy |
5,792
+2,719
| +88% | +$275K | 0.1% | 120 |
|
|
2023
Q2 | $332K | Buy |
+3,073
| New | +$332K | 0.06% | 181 |
|
|
2021
Q1 | – | Sell |
-4,516
| Closed | -$623K | – | 210 |
|
|
2020
Q4 | $623K | Sell |
4,516
-630
| -12% | -$86.9K | 0.24% | 106 |
|
|
2020
Q3 | $692K | Sell |
5,146
-33
| -0.6% | -$4.44K | 0.36% | 82 |
|
|
2020
Q2 | $696K | Buy |
5,179
+534
| +11% | +$71.8K | 0.49% | 67 |
|
|
2020
Q1 | $573K | Sell |
4,645
-2,819
| -38% | -$348K | 0.57% | 60 |
|
|
2019
Q4 | $956K | Buy |
+7,464
| New | +$956K | 0.8% | 40 |
|