Channel Wealth’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 |
-2,106
| Closed | -$229K | – | 176 |
|
2024
Q1 | $229K | Sell |
2,106
-2,109
| -50% | -$230K | 0.09% | 161 |
|
2023
Q4 | $466K | Sell |
4,215
-1,079
| -20% | -$119K | 0.22% | 89 |
|
2023
Q3 | $540K | Sell |
5,294
-4,748
| -47% | -$484K | 0.3% | 84 |
|
2023
Q2 | $1.09M | Sell |
10,042
-4,635
| -32% | -$501K | 0.62% | 59 |
|
2023
Q1 | $1.61M | Buy |
+14,677
| New | +$1.61M | 1.04% | 18 |
|