Lowery Thomas LLC’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
Q2
Sell
-6,687
Closed -$809K 54
2022
Q1
$809K Sell
6,687
-9,487
-59% -$1.15M 0.63% 30
2021
Q4
$2.14M Buy
+16,174
New +$2.14M 1.48% 27