High Net Worth Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-422
| Closed | -$44.5K | – | 412 |
|
|
2022
Q4 | $44.5K | Hold |
422
| – | – | 0.02% | 347 |
|
|
2022
Q3 | $43K | Hold |
422
| – | – | 0.02% | 355 |
|
|
2022
Q2 | $46K | Hold |
422
| – | – | 0.02% | 337 |
|
|
2022
Q1 | $51K | Hold |
422
| – | – | 0.02% | 337 |
|
|
2021
Q4 | $56K | Buy |
+422
| New | +$56K | 0.02% | 335 |
|