Apeiron RIA’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
-10,038
Closed -$1.11M 214
2023
Q4
$1.11M Buy
10,038
+4,316
+75% +$478K 0.35% 56
2023
Q3
$584K Buy
+5,722
New +$584K 0.2% 89
2022
Q1
Sell
-2,148
Closed -$285K 172
2021
Q4
$285K Buy
+2,148
New +$285K 0.12% 125