Columbia Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,103
| Closed | -$238K | – | 68 |
|
|
2024
Q3 | $238K | Buy |
+2,103
| New | +$238K | 0.23% | 49 |
|
|
2024
Q1 | – | Sell |
-6,159
| Closed | -$682K | – | 59 |
|
|
2023
Q4 | $682K | Buy |
6,159
+2,821
| +85% | +$312K | 0.7% | 22 |
|
|
2023
Q3 | $340K | Buy |
3,338
+1,393
| +72% | +$142K | 0.37% | 45 |
|
|
2023
Q2 | $210K | Sell |
1,945
-29,327
| -94% | -$3.17M | 0.22% | 53 |
|
|
2023
Q1 | $3.43M | Buy |
31,272
+29,093
| +1,335% | +$3.19M | 3.23% | 8 |
|
|
2022
Q4 | $230K | Buy |
+2,179
| New | +$230K | 0.22% | 56 |
|