DRS
Deane Retirement Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-72,875
| Closed | -$9.66M | – | 57 |
|
|
2021
Q4 | $9.66M | Buy |
+72,875
| New | +$9.66M | 5.1% | 6 |
|
|
2016
Q3 | – | Sell |
-63
| Closed | -$8K | – | 50 |
|
|
2016
Q2 | $8K | Sell |
63
-35
| -36% | -$4.44K | 0.01% | 39 |
|
|
2016
Q1 | $12K | Hold |
98
| – | – | 0.01% | 44 |
|
|
2015
Q4 | $11K | Hold |
98
| – | – | 0.01% | 40 |
|
|
2015
Q3 | $11K | Sell |
98
-1,666
| -94% | -$187K | 0.01% | 41 |
|
|
2015
Q2 | $3.64M | Sell |
1,764
-180
| -9% | -$372K | 3.74% | 5 |
|
|
2015
Q1 | $237K | Sell |
1,944
-538
| -22% | -$65.6K | 0.23% | 28 |
|
|
2014
Q4 | $296K | Buy |
+2,482
| New | +$296K | 0.28% | 27 |
|