Fullen Financial Group’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
Q1 | $210K | Buy |
1,914
+18
| +0.9% | +$1.98K | 0.11% | 58 |
|
|
2022
Q4 | $210K | Buy |
+1,896
| New | +$210K | 0.12% | 59 |
|
|
2022
Q3 | – | Sell |
-1,859
| Closed | -$205K | – | 59 |
|
|
2022
Q2 | $205K | Buy |
1,859
+86
| +5% | +$9.48K | 0.13% | 56 |
|
|
2022
Q1 | $214K | Buy |
1,773
+7
| +0.4% | +$845 | 0.12% | 59 |
|
|
2021
Q4 | $234K | Buy |
1,766
+7
| +0.4% | +$928 | 0.13% | 56 |
|
|
2021
Q3 | $234K | Buy |
1,759
+16
| +0.9% | +$2.13K | 0.13% | 56 |
|
|
2021
Q2 | $234K | Buy |
1,743
+10
| +0.6% | +$1.34K | 0.14% | 57 |
|
|
2021
Q1 | $225K | Buy |
1,733
+7
| +0.4% | +$909 | 0.14% | 56 |
|
|
2020
Q4 | $238K | Buy |
1,726
+3
| +0.2% | +$414 | 0.16% | 54 |
|
|
2020
Q3 | $232K | Buy |
1,723
+2
| +0.1% | +$269 | 0.18% | 52 |
|
|
2020
Q2 | $231K | Buy |
+1,721
| New | +$231K | 0.19% | 51 |
|