Family Asset Management’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
Q3 | $3.95M | Sell |
34,943
-1,950
| -5% | -$220K | 2.37% | 8 |
|
|
2024
Q2 | $3.95M | Buy |
36,893
+3,937
| +12% | +$422K | 2.54% | 9 |
|
|
2024
Q1 | $3.59M | Buy |
32,956
+420
| +1% | +$45.7K | 2.24% | 12 |
|
|
2023
Q4 | $3.6M | Buy |
32,536
+3,685
| +13% | +$408K | 2.4% | 11 |
|
|
2023
Q3 | $2.94M | Buy |
28,851
+7,972
| +38% | +$813K | 2.17% | 13 |
|
|
2023
Q2 | $2.26M | Buy |
20,879
+979
| +5% | +$106K | 1.53% | 17 |
|
|
2023
Q1 | $2.18M | Sell |
19,900
-8,327
| -30% | -$913K | 1.59% | 17 |
|
|
2022
Q4 | $2.98M | Buy |
+28,227
| New | +$2.98M | 2.47% | 12 |
|