McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41
| Closed | -$4K | – | 403 |
|
|
2023
Q3 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 284 |
|
|
2022
Q4 | – | Sell |
-545
| Closed | -$55K | – | 418 |
|
|
2022
Q3 | $55K | Buy |
+545
| New | +$55K | 0.05% | 121 |
|
|
2022
Q2 | – | Sell |
-537
| Closed | -$64K | – | 161 |
|
|
2022
Q1 | $64K | Buy |
537
+1
| +0.2% | +$119 | 0.05% | 110 |
|
|
2021
Q4 | $71K | Buy |
536
+5
| +0.9% | +$662 | 0.05% | 115 |
|
|
2021
Q3 | $70K | Buy |
531
+3
| +0.6% | +$395 | 0.05% | 96 |
|
|
2021
Q2 | $70K | Buy |
528
+3
| +0.6% | +$398 | 0.06% | 99 |
|
|
2021
Q1 | $68K | Buy |
525
+2
| +0.4% | +$259 | 0.06% | 96 |
|
|
2020
Q4 | $72K | Buy |
+523
| New | +$72K | 0.07% | 88 |
|