BFG
Barber Financial Group’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 |
-5,231
| Closed | -$633K | – | 167 |
|
|
2022
Q1 | $633K | Sell |
5,231
-45,744
| -90% | -$5.54M | 0.08% | 66 |
|
|
2021
Q4 | $6.76M | Sell |
50,975
-12,671
| -20% | -$1.68M | 0.81% | 27 |
|
|
2021
Q3 | $8.47M | Buy |
63,646
+8,454
| +15% | +$1.12M | 1.1% | 23 |
|
|
2021
Q2 | $7.42M | Buy |
55,192
+49,075
| +802% | +$6.59M | 1.01% | 22 |
|
|
2021
Q1 | $796K | Sell |
6,117
-36,848
| -86% | -$4.79M | 0.12% | 67 |
|
|
2020
Q4 | $5.94M | Buy |
42,965
+40,964
| +2,047% | +$5.66M | 1.08% | 22 |
|
|
2020
Q3 | $269K | Hold |
2,001
| – | – | 0.06% | 105 |
|
|
2020
Q2 | $269K | Sell |
2,001
-3,646
| -65% | -$490K | 0.06% | 96 |
|
|
2020
Q1 | $697K | Sell |
5,647
-15,709
| -74% | -$1.94M | 0.22% | 52 |
|
|
2019
Q4 | $2.73M | Buy |
21,356
+486
| +2% | +$62.2K | 0.55% | 51 |
|
|
2019
Q3 | $2.66M | Sell |
20,870
-1,740
| -8% | -$222K | 0.57% | 45 |
|
|
2019
Q2 | $2.81M | Buy |
+22,610
| New | +$2.81M | 0.66% | 35 |
|