Oxford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-331
| Closed | -$40K | – | 281 |
|
|
2022
Q1 | $40K | Hold |
331
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $44K | Buy |
331
+196
| +145% | +$26.1K | ﹤0.01% | 235 |
|
|
2021
Q3 | $18K | Hold |
135
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $18K | Hold |
135
| – | – | ﹤0.01% | 210 |
|
|
2021
Q1 | $18K | Buy |
+135
| New | +$18K | ﹤0.01% | 199 |
|