Keystone Financial Services (Colorado)’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
Q2 | – | Sell |
-4,793
| Closed | -$522K | – | 91 |
|
|
2024
Q1 | $522K | Sell |
4,793
-26,302
| -85% | -$2.86M | 0.23% | 52 |
|
|
2023
Q4 | $3.44M | Buy |
31,095
+10,083
| +48% | +$1.12M | 1.63% | 14 |
|
|
2023
Q3 | $2.14M | Buy |
+21,012
| New | +$2.14M | 1.13% | 16 |
|
|
2022
Q3 | – | Sell |
-2,011
| Closed | -$227K | – | 83 |
|
|
2022
Q2 | $227K | Buy |
+2,011
| New | +$227K | 0.12% | 74 |
|