Beaumont Capital Management’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
Q2 | – | Sell |
-4,443
| Closed | -$484K | – | 53 |
|
|
2024
Q1 | $484K | Buy |
4,443
+281
| +7% | +$30.6K | 0.36% | 42 |
|
|
2023
Q4 | $461K | Sell |
4,162
-1,164
| -22% | -$129K | 0.35% | 43 |
|
|
2023
Q3 | $543K | Sell |
5,326
-23,327
| -81% | -$2.38M | 0.39% | 34 |
|
|
2023
Q2 | $3.1M | Buy |
28,653
+20,005
| +231% | +$2.16M | 2.15% | 14 |
|
|
2023
Q1 | $948K | Buy |
+8,648
| New | +$948K | 0.66% | 30 |
|
|
2022
Q1 | – | Sell |
-22,857
| Closed | -$3.03M | – | 46 |
|
|
2021
Q4 | $3.03M | Buy |
+22,857
| New | +$3.03M | 1.75% | 26 |
|