HFA
Highland Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,720
| Closed | -$720K | – | 58 |
|
|
2024
Q2 | $720K | Sell |
6,720
-40,279
| -86% | -$4.32M | 0.27% | 29 |
|
|
2024
Q1 | $5.12M | Buy |
46,999
+4,844
| +11% | +$528K | 2.05% | 15 |
|
|
2023
Q4 | $4.67M | Buy |
42,155
+293
| +0.7% | +$32.4K | 2.03% | 16 |
|
|
2023
Q3 | $4.27M | Buy |
41,862
+5,914
| +16% | +$603K | 2.21% | 16 |
|
|
2023
Q2 | $3.89M | Buy |
35,948
+5,979
| +20% | +$647K | 2% | 17 |
|
|
2023
Q1 | $3.29M | Buy |
29,969
+2,016
| +7% | +$221K | 1.78% | 18 |
|
|
2022
Q4 | $2.95M | Buy |
+27,953
| New | +$2.95M | 1.74% | 17 |
|