Financial Designs’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
2023
Q4
Sell
-88,786
Closed -$9.06M 16
2023
Q3
$9.06M Sell
88,786
-4,667
-5% -$476K 6.82% 6
2023
Q2
$10.1M Sell
93,453
-1,814
-2% -$196K 7.38% 6
2023
Q1
$10.4M Sell
95,267
-2,118
-2% -$232K 7.8% 6
2022
Q4
$10.3M Buy
+97,385
New +$10.3M 7.73% 6