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