Altman 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 |
-3,919
| Closed | -$430K | – | 88 |
|
|
2022
Q4 | $430K | Sell |
3,919
-3
| -0.1% | -$329 | 0.27% | 84 |
|
|
2022
Q3 | $402K | Buy |
3,922
+290
| +8% | +$29.7K | 0.25% | 87 |
|
|
2022
Q2 | $411K | Buy |
3,632
+185
| +5% | +$20.9K | 0.23% | 82 |
|
|
2022
Q1 | $417K | Buy |
3,447
+66
| +2% | +$7.98K | 0.22% | 77 |
|
|
2021
Q4 | $436K | Buy |
3,381
+85
| +3% | +$11K | 0.27% | 68 |
|
|
2021
Q3 | $440K | Sell |
3,296
-101
| -3% | -$13.5K | 0.24% | 70 |
|
|
2021
Q2 | $455K | Buy |
3,397
+335
| +11% | +$44.9K | 0.26% | 71 |
|
|
2021
Q1 | $397K | Buy |
3,062
+701
| +30% | +$90.9K | 0.26% | 75 |
|
|
2020
Q4 | $326K | Buy |
2,361
+216
| +10% | +$29.8K | 0.2% | 76 |
|
|
2020
Q3 | $289K | Buy |
+2,145
| New | +$289K | 0.2% | 78 |
|