Financial Architects (New Jersey)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Architects (New Jersey)’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,166	Closed	-$228K	–	320
2022 Q4	$228K	Sell	2,166 -775	-26%	-$81.7K	0.04%	300
2022 Q3	$301K	Buy	+2,941	New	+$301K	0.05%	247
2022 Q2	–	Sell	-5,509	Closed	-$666K	–	164
2022 Q1	$666K	Sell	5,509 -9,398	-63%	-$1.14M	0.1%	179
2021 Q4	$1.98M	Sell	14,907 -22,471	-60%	-$2.98M	0.27%	92
2021 Q3	$4.97M	Buy	+37,378	New	+$4.97M	0.72%	32
2021 Q2	–	Sell	-6,756	Closed	-$879K	–	349
2021 Q1	$879K	Sell	6,756 -2,080	-24%	-$271K	0.14%	143
2020 Q4	$1.22M	Buy	8,836 +4,950	+127%	+$684K	0.23%	96
2020 Q3	$523K	Buy	3,886 +105	+3%	+$14.1K	0.12%	146
2020 Q2	$509K	Buy	3,781 +3,365	+809%	+$453K	0.12%	141
2020 Q1	$51K	Hold	416	–	–	0.01%	384
2019 Q4	$53K	Hold	416	–	–	0.01%	419
2019 Q3	$53K	Hold	416	–	–	0.01%	426
2019 Q2	$52K	Hold	416	–	–	0.01%	443
2019 Q1	$50K	Sell	416 -350	-46%	-$42.1K	0.01%	541
2018 Q4	$86K	Buy	766 +350	+84%	+$39.3K	0.02%	398
2018 Q3	$48K	Hold	416	–	–	0.01%	555
2018 Q2	$48K	Sell	416 -440	-51%	-$50.8K	0.01%	582
2018 Q1	$100K	Sell	856 -449	-34%	-$52.5K	0.02%	408
2017 Q4	$159K	Buy	1,305 +414	+46%	+$50.4K	0.03%	333
2017 Q3	$108K	Sell	891 -61	-6%	-$7.39K	0.02%	439
2017 Q2	$115K	Buy	952 +386	+68%	+$46.6K	0.02%	408
2017 Q1	$67K	Buy	566 +129	+30%	+$15.3K	0.01%	524
2016 Q4	$51K	Buy	437 +21	+5%	+$2.45K	0.01%	565
2016 Q3	$51K	Sell	416 -398	-49%	-$48.8K	0.01%	560
2016 Q2	$100K	Sell	814 -319	-28%	-$39.2K	0.03%	372
2016 Q1	$135K	Buy	+1,133	New	+$135K	0.05%	233
2015 Q3	–	Sell	-224	Closed	-$26K	–	591
2015 Q2	$26K	Buy	224 +5	+2%	+$580	0.01%	564
2015 Q1	$27K	Buy	219 +138	+170%	+$17K	0.01%	512
2014 Q4	$10K	Buy	81 +58	+252%	+$7.16K	﹤0.01%	663
2014 Q3	$3K	Buy	+23	New	+$3K	﹤0.01%	781
2013 Q3	–	Sell	-1,240	Closed	-$140K	–	760
2013 Q2	$140K	Buy	+1,240	New	+$140K	0.1%	141