FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-61,103
| Closed | -$8.44M | – | 45 |
|
|
2020
Q4 | $8.44M | Sell |
61,103
-69,070
| -53% | -$9.54M | 3.52% | 8 |
|
|
2020
Q3 | $17.5M | Buy |
+130,173
| New | +$17.5M | 6.74% | 7 |
|
|
2020
Q1 | – | Sell |
-431,766
| Closed | -$55.2M | – | 59 |
|
|
2019
Q4 | $55.2M | Buy |
431,766
+164,242
| +61% | +$21M | 14.89% | 1 |
|
|
2019
Q3 | $34.1M | Buy |
+267,524
| New | +$34.1M | 12.11% | 2 |
|
|
2016
Q4 | – | Sell |
-60,637
| Closed | -$7.47M | – | 49 |
|
|
2016
Q3 | $7.47M | Buy |
+60,637
| New | +$7.47M | 1.91% | 18 |
|
|
2015
Q2 | – | Sell |
-181,800
| Closed | -$22.1M | – | 22 |
|
|
2015
Q1 | $22.1M | Buy |
181,800
+14,880
| +9% | +$1.81M | 6.83% | 6 |
|
|
2014
Q4 | $19.9M | Buy |
+166,920
| New | +$19.9M | 5.98% | 7 |
|