Menard Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23,675
| Closed | -$3.08M | – | 158 |
|
|
2021
Q1 | $3.08M | Buy |
23,675
+2,316
| +11% | +$301K | 3.31% | 6 |
|
|
2020
Q4 | $2.95M | Sell |
21,359
-305
| -1% | -$42.1K | 3.17% | 6 |
|
|
2020
Q3 | $2.92M | Buy |
21,664
+8,380
| +63% | +$1.13M | 3.38% | 4 |
|
|
2020
Q2 | $1.79M | Sell |
13,284
-589
| -4% | -$79.2K | 2.24% | 7 |
|
|
2020
Q1 | $1.71M | Buy |
+13,873
| New | +$1.71M | 5.65% | 9 |
|