NWM
NEIRG Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51,262
| Closed | -$5.54M | – | 63 |
|
|
2023
Q2 | $5.54M | Sell |
51,262
-844
| -2% | -$91.3K | 1.02% | 28 |
|
|
2023
Q1 | $5.71M | Sell |
52,106
-936
| -2% | -$103K | 0.99% | 28 |
|
|
2022
Q4 | $5.59M | Sell |
53,042
-1,060
| -2% | -$112K | 1.05% | 27 |
|
|
2022
Q3 | $5.54M | Buy |
+54,102
| New | +$5.54M | 1.11% | 27 |
|
|
2022
Q1 | – | Sell |
-3,988
| Closed | -$528K | – | 147 |
|
|
2021
Q4 | $528K | Buy |
+3,988
| New | +$528K | 0.1% | 86 |
|