JHCP
Jackson Hole Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,280
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $139K | Hold |
1,280
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $137K | Hold |
1,280
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $145K | Hold |
1,280
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $137K | Hold |
1,280
| – | – | 0.03% | 201 |
|
|
2024
Q1 | $139K | Hold |
1,280
| – | – | 0.03% | 200 |
|
|
2023
Q4 | $142K | Sell |
1,280
-705
| -36% | -$78K | 0.04% | 198 |
|
|
2023
Q3 | $202K | Hold |
1,985
| – | – | 0.06% | 179 |
|
|
2023
Q2 | $215K | Hold |
1,985
| – | – | 0.06% | 185 |
|
|
2023
Q1 | $218K | Buy |
1,985
+577
| +41% | +$63.2K | 0.06% | 200 |
|
|
2022
Q4 | $148K | Hold |
1,408
| – | – | 0.04% | 189 |
|
|
2022
Q3 | $144K | Hold |
1,408
| – | – | 0.04% | 185 |
|
|
2022
Q2 | $155K | Hold |
1,408
| – | – | 0.05% | 175 |
|
|
2022
Q1 | $170K | Hold |
1,408
| – | – | 0.05% | 178 |
|
|
2021
Q4 | $187K | Hold |
1,408
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $187K | Hold |
1,408
| – | – | 0.06% | 176 |
|
|
2021
Q2 | $189K | Hold |
1,408
| – | – | 0.07% | 171 |
|
|
2021
Q1 | $183K | Buy |
1,408
+705
| +100% | +$91.6K | 0.08% | 162 |
|
|
2020
Q4 | $97K | Sell |
703
-1,454
| -67% | -$201K | 0.04% | 155 |
|
|
2020
Q3 | $291K | Hold |
2,157
| – | – | 0.15% | 107 |
|
|
2020
Q2 | $290K | Hold |
2,157
| – | – | 0.18% | 102 |
|
|
2020
Q1 | $266K | Hold |
2,157
| – | – | 0.2% | 96 |
|
|
2019
Q4 | $276K | Hold |
2,157
| – | – | 0.15% | 122 |
|
|
2019
Q3 | $275K | Buy |
2,157
+33
| +2% | +$4.21K | 0.16% | 119 |
|
|
2019
Q2 | $264K | Buy |
+2,124
| New | +$264K | 0.16% | 121 |
|