KFS
Kaizen Financial Strategies’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 | $697K | Buy |
6,356
+381
| +6% | +$41.8K | 0.35% | 50 |
|
|
2025
Q1 | $649K | Sell |
5,975
-1,644
| -22% | -$179K | 0.37% | 45 |
|
|
2024
Q4 | $814K | Sell |
7,619
-308
| -4% | -$32.9K | 0.46% | 36 |
|
|
2024
Q3 | $896K | Sell |
7,927
-169
| -2% | -$19.1K | 0.52% | 35 |
|
|
2024
Q2 | $882K | Sell |
8,096
-551
| -6% | -$60K | 0.55% | 33 |
|
|
2024
Q1 | $942K | Sell |
8,647
-21
| -0.2% | -$2.29K | 0.64% | 28 |
|
|
2023
Q4 | $959K | Sell |
8,668
-1,118
| -11% | -$124K | 0.73% | 26 |
|
|
2023
Q3 | $998K | Buy |
9,786
+2,859
| +41% | +$292K | 0.84% | 26 |
|
|
2023
Q2 | $745K | Buy |
6,927
+22
| +0.3% | +$2.37K | 0.64% | 29 |
|
|
2023
Q1 | $757K | Sell |
6,905
-2,573
| -27% | -$282K | 0.75% | 30 |
|
|
2022
Q4 | $1.05M | Sell |
9,478
-144
| -1% | -$15.9K | 1.03% | 28 |
|
|
2022
Q3 | $986K | Buy |
9,622
+299
| +3% | +$30.6K | 1% | 30 |
|
|
2022
Q2 | $1.03M | Sell |
9,323
-364
| -4% | -$40.1K | 1.01% | 29 |
|
|
2022
Q1 | $1.17M | Sell |
9,687
-2,831
| -23% | -$343K | 0.92% | 31 |
|
|
2021
Q4 | $1.66M | Sell |
12,518
-244
| -2% | -$32.3K | 1.24% | 21 |
|
|
2021
Q3 | $1.7M | Buy |
+12,762
| New | +$1.7M | 1.37% | 18 |
|
|
2021
Q1 | $1.91M | Sell |
14,671
-14,268
| -49% | -$1.86M | 1.82% | 10 |
|
|
2020
Q4 | $4M | Buy |
+28,939
| New | +$4M | 4.44% | 2 |
|