Money Concepts Capital’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
Q2 | – | Sell |
-11,196
| Closed | -$191K | – | 429 |
|
|
2023
Q1 | $191K | Sell |
11,196
-10,999
| -50% | -$187K | 0.01% | 412 |
|
|
2022
Q4 | $2.34M | Buy |
22,195
+21,155
| +2,034% | +$2.23M | 0.1% | 173 |
|
|
2022
Q3 | $107K | Sell |
1,040
-980
| -49% | -$101K | 0.01% | 561 |
|
|
2022
Q2 | $224K | Sell |
2,020
-26,043
| -93% | -$2.89M | 0.02% | 387 |
|
|
2022
Q1 | $3.39M | Buy |
28,063
+18,131
| +183% | +$2.19M | 0.19% | 109 |
|
|
2021
Q4 | $1.32M | Buy |
+9,932
| New | +$1.32M | 0.11% | 182 |
|
|
2021
Q1 | $227K | Sell |
1,744
-830
| -32% | -$108K | 0.02% | 455 |
|
|
2020
Q4 | $355K | Buy |
+2,574
| New | +$355K | 0.03% | 338 |
|