Axxcess Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,688
| Closed | -$1.29M | – | 904 |
|
|
2023
Q4 | $1.29M | Buy |
11,688
+9,646
| +472% | +$1.07M | 0.04% | 310 |
|
|
2023
Q3 | $208K | Sell |
2,042
-326
| -14% | -$33.3K | 0.01% | 722 |
|
|
2023
Q2 | $256K | Sell |
2,368
-8,953
| -79% | -$968K | 0.02% | 489 |
|
|
2023
Q1 | $1.24M | Buy |
11,321
+4,586
| +68% | +$503K | 0.09% | 196 |
|
|
2022
Q4 | $710K | Buy |
6,735
+1,187
| +21% | +$125K | 0.06% | 288 |
|
|
2022
Q3 | $568K | Sell |
5,548
-2,428
| -30% | -$249K | 0.05% | 289 |
|
|
2022
Q2 | $878K | Sell |
7,976
-6,019
| -43% | -$663K | 0.08% | 204 |
|
|
2022
Q1 | $1.69M | Buy |
13,995
+3,377
| +32% | +$409K | 0.13% | 133 |
|
|
2021
Q4 | $1.41M | Buy |
+10,618
| New | +$1.41M | 0.1% | 157 |
|