National Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,870
| Closed | -$203K | – | 158 |
|
|
2023
Q1 | $203K | Buy |
+1,870
| New | +$203K | 0.23% | 128 |
|
|
2022
Q3 | – | Sell |
-6,273
| Closed | -$690K | – | 146 |
|
|
2022
Q2 | $690K | Sell |
6,273
-683
| -10% | -$75.2K | 0.87% | 27 |
|
|
2022
Q1 | $841K | Buy |
6,956
+744
| +12% | +$90K | 0.81% | 36 |
|
|
2021
Q4 | $823K | Buy |
+6,212
| New | +$823K | 0.77% | 40 |
|