All Season Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.2M | Buy |
+28,310
| New | +$3.2M | 2.72% | 10 |
|
|
2023
Q3 | – | Sell |
-11,099
| Closed | -$1.2M | – | 102 |
|
|
2023
Q2 | $1.2M | Sell |
11,099
-40,102
| -78% | -$4.34M | 1.08% | 25 |
|
|
2023
Q1 | $5.61M | Buy |
51,201
+26,535
| +108% | +$2.91M | 5.08% | 3 |
|
|
2022
Q4 | $2.6M | Buy |
+24,666
| New | +$2.6M | 2.3% | 13 |
|
|
2021
Q3 | – | Sell |
-39,713
| Closed | -$5.34M | – | 142 |
|
|
2021
Q2 | $5.34M | Buy |
+39,713
| New | +$5.34M | 3.83% | 5 |
|