IWP
IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$54.8K | – | 478 |
|
|
2023
Q1 | $54.8K | Sell |
500
-185
| -27% | -$20.3K | 0.02% | 137 |
|
|
2022
Q4 | $72.2K | Buy |
685
+185
| +37% | +$19.5K | 0.02% | 113 |
|
|
2022
Q3 | $51K | Hold |
500
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $55K | Sell |
500
-200
| -29% | -$22K | 0.02% | 120 |
|
|
2022
Q1 | $85K | Hold |
700
| – | – | 0.03% | 100 |
|
|
2021
Q4 | $93K | Sell |
700
-171
| -20% | -$22.7K | 0.03% | 90 |
|
|
2021
Q3 | $116K | Sell |
871
-244
| -22% | -$32.5K | 0.04% | 74 |
|
|
2021
Q2 | $150K | Sell |
1,115
-881
| -44% | -$119K | 0.05% | 59 |
|
|
2021
Q1 | $260K | Hold |
1,996
| – | – | 0.1% | 42 |
|
|
2020
Q4 | $276K | Hold |
1,996
| – | – | 0.11% | 44 |
|
|
2020
Q3 | $269K | Buy |
1,996
+881
| +79% | +$119K | 0.12% | 42 |
|
|
2020
Q2 | $150K | Buy |
1,115
+230
| +26% | +$30.9K | 0.07% | 61 |
|
|
2020
Q1 | $110K | Buy |
885
+420
| +90% | +$52.2K | 0.07% | 60 |
|
|
2019
Q4 | $60K | Buy |
+465
| New | +$60K | 0.04% | 92 |
|