Phoenix Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,976
| Closed | -$440K | – | 429 |
|
|
2023
Q4 | $440K | Buy |
3,976
+671
| +20% | +$74.3K | 0.01% | 250 |
|
|
2023
Q3 | $337K | Buy |
+3,305
| New | +$337K | 0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-3,056
| Closed | -$370K | – | 390 |
|
|
2022
Q1 | $370K | Buy |
+3,056
| New | +$370K | 0.01% | 310 |
|
|
2021
Q1 | – | Sell |
-1,480
| Closed | -$204K | – | 440 |
|
|
2020
Q4 | $204K | Buy |
+1,480
| New | +$204K | 0.01% | 351 |
|