Koss-Olinger Consulting’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
2022
Q1
Sell
-4,595
Closed -$609K 223
2021
Q4
$609K Buy
4,595
+965
+27% +$128K 0.09% 90
2021
Q3
$483K Buy
3,630
+175
+5% +$23.3K 0.08% 117
2021
Q2
$464K Buy
+3,455
New +$464K 0.07% 142