Fiduciary Alliance’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
Q1 | – | Sell |
-1,888
| Closed | -$209K | – | 203 |
|
|
2023
Q4 | $209K | Buy |
+1,888
| New | +$209K | 0.04% | 176 |
|
|
2023
Q3 | – | Sell |
-1,685
| Closed | -$182K | – | 616 |
|
|
2023
Q2 | $182K | Buy |
+1,685
| New | +$182K | 0.04% | 156 |
|
|
2023
Q1 | – | Sell |
-12,719
| Closed | -$1.34M | – | 548 |
|
|
2022
Q4 | $1.34M | Buy |
+12,719
| New | +$1.34M | 0.35% | 63 |
|