AFA
American Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,968
| Closed | -$2.54M | – | 119 |
|
|
2022
Q1 | $2.54M | Sell |
20,968
-4,090
| -16% | -$495K | 0.35% | 40 |
|
|
2021
Q4 | $3.32M | Sell |
25,058
-11,030
| -31% | -$1.46M | 0.42% | 33 |
|
|
2021
Q3 | $4.8M | Sell |
36,088
-116,055
| -76% | -$15.4M | 0.64% | 28 |
|
|
2021
Q2 | $20.4M | Sell |
152,143
-34,603
| -19% | -$4.65M | 2.81% | 14 |
|
|
2021
Q1 | $24.3M | Buy |
186,746
+30,223
| +19% | +$3.93M | 3.61% | 11 |
|
|
2020
Q4 | $21.6M | Sell |
156,523
-68
| -0% | -$9.39K | 3.09% | 11 |
|
|
2020
Q3 | $21.1M | Sell |
156,591
-3,336
| -2% | -$449K | 3.43% | 6 |
|
|
2020
Q2 | $22.1M | Buy |
159,927
+53
| +0% | +$7.32K | 3.54% | 7 |
|
|
2020
Q1 | $20.6M | Sell |
159,874
-7,001
| -4% | -$902K | 3.69% | 5 |
|
|
2019
Q4 | $21.2M | Buy |
166,875
+84,283
| +102% | +$10.7M | 3.72% | 10 |
|
|
2019
Q3 | $10.5M | Buy |
82,592
+5,274
| +7% | +$672K | 1.99% | 21 |
|
|
2019
Q2 | $9.62M | Buy |
77,318
+1,693
| +2% | +$211K | 1.88% | 22 |
|
|
2019
Q1 | $9M | Sell |
75,625
-256,645
| -77% | -$30.6M | 1.84% | 22 |
|
|
2018
Q4 | $37.5M | Buy |
+332,270
| New | +$37.5M | 8.22% | 1 |
|