BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,912
| Closed | -$210K | – | 303 |
|
|
2023
Q1 | $210K | Hold |
1,912
| – | – | 0.04% | 287 |
|
|
2022
Q4 | $202K | Buy |
+1,912
| New | +$202K | 0.04% | 282 |
|
|
2022
Q3 | – | Sell |
-1,912
| Closed | -$210K | – | 287 |
|
|
2022
Q2 | $210K | Hold |
1,912
| – | – | 0.05% | 251 |
|
|
2022
Q1 | $231K | Hold |
1,912
| – | – | 0.06% | 247 |
|
|
2021
Q4 | $253K | Buy |
+1,912
| New | +$253K | 0.06% | 218 |
|