Granite Bay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-73,479
| Closed | -$7.65M | – | 198 |
|
|
2023
Q4 | $7.65M | Sell |
73,479
-12,825
| -15% | -$1.34M | 0.07% | 90 |
|
|
2023
Q3 | $9.12M | Buy |
+86,304
| New | +$9.12M | 0.09% | 88 |
|
|
2022
Q4 | – | Sell |
-2,574
| Closed | -$264K | – | 69 |
|
|
2022
Q3 | $264K | Sell |
2,574
-62
| -2% | -$6.36K | 0.21% | 47 |
|
|
2022
Q2 | $290K | Buy |
2,636
+1
| +0% | +$110 | 0.22% | 41 |
|
|
2022
Q1 | $319K | Buy |
2,635
+272
| +12% | +$32.9K | 0.26% | 43 |
|
|
2021
Q4 | $313K | Buy |
+2,363
| New | +$313K | 0.31% | 38 |
|