PrairieView Partners’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
Q3 | – | Sell |
-642
| Closed | -$68K | – | 397 |
|
2024
Q2 | $68K | Hold |
642
| – | – | 0.01% | 180 |
|
2024
Q1 | $70K | Hold |
642
| – | – | 0.01% | 164 |
|
2023
Q4 | $71K | Hold |
642
| – | – | 0.01% | 155 |
|
2023
Q3 | $65K | Hold |
642
| – | – | 0.01% | 158 |
|
2023
Q2 | $69K | Hold |
642
| – | – | 0.01% | 171 |
|
2023
Q1 | $70K | Hold |
642
| – | – | 0.01% | 162 |
|
2022
Q4 | $67K | Hold |
642
| – | – | 0.01% | 165 |
|
2022
Q3 | $66K | Hold |
642
| – | – | 0.01% | 157 |
|
2022
Q2 | $71K | Hold |
642
| – | – | 0.01% | 164 |
|
2022
Q1 | $78K | Hold |
642
| – | – | 0.01% | 166 |
|
2021
Q4 | $85K | Hold |
642
| – | – | 0.01% | 167 |
|
2021
Q3 | $85K | Hold |
642
| – | – | 0.01% | 140 |
|
2021
Q2 | $86K | Hold |
642
| – | – | 0.01% | 136 |
|
2021
Q1 | $83K | Sell |
642
-22
| -3% | -$2.84K | 0.01% | 135 |
|
2020
Q4 | $92K | Hold |
664
| – | – | 0.02% | 121 |
|
2020
Q3 | $89K | Hold |
664
| – | – | 0.02% | 111 |
|
2020
Q2 | $89K | Hold |
664
| – | – | 0.02% | 109 |
|
2020
Q1 | $82K | Buy |
+664
| New | +$82K | 0.02% | 110 |
|