PAM
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Peak Asset 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
2021
Q3
Sell
-1,617
Closed -$217K 137
2021
Q2
$217K Sell
1,617
-19,210
-92% -$2.58M 0.05% 132
2021
Q1
$2.71M Buy
20,827
+4,694
+29% +$611K 0.65% 36
2020
Q4
$2.23M Sell
16,133
-158
-1% -$21.8K 0.58% 38
2020
Q3
$2.2M Buy
16,291
+12,974
+391% +$1.75M 0.65% 36
2020
Q2
$446K Buy
+3,317
New +$446K 0.14% 79