Elm Advisors’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
2021
Q1
Sell
-980
Closed -$135K 190
2020
Q4
$135K Buy
+980
New +$135K 0.08% 100
2018
Q4
Sell
-980
Closed -$113K 190
2018
Q3
$113K Buy
+980
New +$113K 0.08% 111