Legacy Financial Group (Iowa)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,670
| Closed | -$291K | – | 112 |
|
|
2024
Q1 | $291K | Buy |
+2,670
| New | +$291K | 0.06% | 82 |
|
|
2023
Q4 | – | Sell |
-16,552
| Closed | -$1.69M | – | 307 |
|
|
2023
Q3 | $1.69M | Buy |
+16,552
| New | +$1.69M | 0.4% | 40 |
|
|
2022
Q1 | – | Sell |
-10,134
| Closed | -$1.32M | – | 47 |
|
|
2021
Q4 | $1.32M | Sell |
10,134
-2,708
| -21% | -$353K | 0.57% | 20 |
|
|
2021
Q3 | $1.71M | Buy |
12,842
+835
| +7% | +$111K | 0.51% | 29 |
|
|
2021
Q2 | $1.61M | Buy |
+12,007
| New | +$1.61M | 0.49% | 32 |
|