Monument Capital Management’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
Q1 | – | Sell |
-67,452
| Closed | -$7.11M | – | 163 |
|
|
2022
Q4 | $7.11M | Buy |
67,452
+45,525
| +208% | +$4.8M | 2.43% | 7 |
|
|
2022
Q3 | $2.25M | Buy |
21,927
+9,545
| +77% | +$978K | 0.84% | 31 |
|
|
2022
Q2 | $1.36M | Buy |
+12,382
| New | +$1.36M | 0.51% | 59 |
|
|
2022
Q1 | – | Sell |
-18,544
| Closed | -$2.46M | – | 144 |
|
|
2021
Q4 | $2.46M | Buy |
18,544
+8,586
| +86% | +$1.14M | 0.76% | 41 |
|
|
2021
Q3 | $1.33M | Buy |
9,958
+2,949
| +42% | +$392K | 0.45% | 67 |
|
|
2021
Q2 | $942K | Buy |
+7,009
| New | +$942K | 0.33% | 73 |
|