HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,917
| Closed | -$482K | – | 61 |
|
|
2021
Q4 | $482K | Sell |
3,917
-14,034
| -78% | -$1.73M | 0.3% | 48 |
|
|
2021
Q3 | $2.36M | Sell |
17,951
-491
| -3% | -$64.6K | 1.45% | 24 |
|
|
2021
Q2 | $2.5M | Sell |
18,442
-736
| -4% | -$99.6K | 1.53% | 23 |
|
|
2021
Q1 | $2.52M | Buy |
+19,178
| New | +$2.52M | 1.52% | 24 |
|
|
2020
Q3 | $2.3M | Sell |
17,096
-43,487
| -72% | -$5.86M | 1.81% | 22 |
|
|
2020
Q2 | $8.15M | Sell |
60,583
-494
| -0.8% | -$66.4K | 7.21% | 2 |
|
|
2020
Q1 | $7.54M | Buy |
+61,077
| New | +$7.54M | 7.16% | 2 |
|