Graves Light Lenhart Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-863
| Closed | -$95K | – | 392 |
|
2022
Q2 | $95K | Hold |
863
| – | – | 0.01% | 237 |
|
2022
Q1 | $104K | Hold |
863
| – | – | 0.01% | 258 |
|
2021
Q4 | $114K | Hold |
863
| – | – | 0.02% | 271 |
|
2021
Q3 | $115K | Hold |
863
| – | – | 0.02% | 257 |
|
2021
Q2 | $116K | Hold |
863
| – | – | 0.02% | 253 |
|
2021
Q1 | $112K | Hold |
863
| – | – | 0.02% | 256 |
|
2020
Q4 | $119K | Buy |
+863
| New | +$119K | 0.02% | 232 |
|