FPCG
Forum Private Client Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,619
| Closed | -$283K | – | 47 |
|
|
2023
Q2 | $283K | Sell |
2,619
-300
| -10% | -$32.4K | 0.16% | 62 |
|
|
2023
Q1 | $320K | Sell |
2,919
-1
| -0% | -$110 | 0.2% | 55 |
|
|
2022
Q4 | $308K | Sell |
2,920
-1,724
| -37% | -$182K | 0.21% | 54 |
|
|
2022
Q3 | $476K | Sell |
4,644
-290
| -6% | -$29.7K | 0.36% | 42 |
|
|
2022
Q2 | $543K | Buy |
4,934
+814
| +20% | +$89.6K | 0.39% | 41 |
|
|
2022
Q1 | $498K | Buy |
+4,120
| New | +$498K | 0.39% | 43 |
|