Householder Group Estate & Retirement Specialist’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
Q4 | $8K | Sell |
80
-1,897
| -96% | -$190K | 0.01% | 389 |
|
|
2024
Q3 | $223K | Sell |
1,977
-114
| -5% | -$12.9K | 0.07% | 230 |
|
|
2024
Q2 | $223K | Sell |
2,091
-493
| -19% | -$52.6K | 0.06% | 234 |
|
|
2024
Q1 | $281K | Sell |
2,584
-148
| -5% | -$16.1K | 0.08% | 197 |
|
|
2023
Q4 | $302K | Sell |
2,732
-335
| -11% | -$37K | 0.1% | 184 |
|
|
2023
Q3 | $313K | Buy |
+3,067
| New | +$313K | 0.11% | 157 |
|
|
2023
Q1 | $385K | Buy |
+3,513
| New | +$385K | 0.15% | 135 |
|
|
2022
Q4 | – | Sell |
-6,153
| Closed | -$630K | – | 778 |
|
|
2022
Q3 | $630K | Sell |
6,153
-423
| -6% | -$43.3K | 0.26% | 86 |
|
|
2022
Q2 | $724K | Sell |
6,576
-338
| -5% | -$37.2K | 0.32% | 71 |
|
|
2022
Q1 | $836K | Sell |
6,914
-18
| -0.3% | -$2.18K | 0.34% | 80 |
|
|
2021
Q4 | $919K | Buy |
+6,932
| New | +$919K | 0.34% | 81 |
|