KPWG
KFA Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,538
| Closed | -$205K | – | 72 |
|
|
2021
Q3 | $205K | Buy |
1,538
+1
| +0.1% | +$133 | 0.11% | 70 |
|
|
2021
Q2 | $207K | Buy |
+1,537
| New | +$207K | 0.11% | 70 |
|
|
2021
Q1 | – | Sell |
-1,531
| Closed | -$211K | – | 78 |
|
|
2020
Q4 | $211K | Buy |
1,531
+12
| +0.8% | +$1.65K | 0.13% | 68 |
|
|
2020
Q3 | $205K | Buy |
+1,519
| New | +$205K | 0.15% | 64 |
|