JWM
Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-459
| Closed | -$61K | – | 1026 |
|
|
2021
Q4 | $61K | Buy |
+459
| New | +$61K | 0.02% | 273 |
|
|
2019
Q4 | – | Sell |
-333
| Closed | -$42K | – | 161 |
|
|
2019
Q3 | $42K | Hold |
333
| – | – | 0.02% | 72 |
|
|
2019
Q2 | $41K | Hold |
333
| – | – | 0.02% | 73 |
|
|
2019
Q1 | $40K | Hold |
333
| – | – | 0.02% | 79 |
|
|
2018
Q4 | $38K | Hold |
333
| – | – | 0.02% | 82 |
|
|
2018
Q3 | $38K | Hold |
333
| – | – | 0.02% | 71 |
|
|
2018
Q2 | $38K | Buy |
+333
| New | +$38K | 0.02% | 73 |
|
|
2018
Q1 | – | Sell |
-1,704
| Closed | -$207K | – | 39 |
|
|
2017
Q4 | $207K | Hold |
1,704
| – | – | 0.11% | 37 |
|
|
2017
Q3 | $207K | Sell |
1,704
-1,695
| -50% | -$206K | 0.11% | 35 |
|
|
2017
Q2 | $410K | Sell |
3,399
-3,895
| -53% | -$470K | 0.24% | 21 |
|
|
2017
Q1 | $860K | Sell |
7,294
-107,754
| -94% | -$12.7M | 0.49% | 13 |
|
|
2016
Q4 | $13.5M | Buy |
+115,048
| New | +$13.5M | 6.02% | 3 |
|