Private Wealth 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
Q2 | – | Sell |
-2,000
| Closed | -$218K | – | 170 |
|
|
2024
Q1 | $218K | Hold |
2,000
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $221K | Hold |
2,000
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $204K | Sell |
2,000
-8,400
| -81% | -$857K | 0.02% | 154 |
|
|
2023
Q2 | $1.12M | Hold |
10,400
| – | – | 0.1% | 71 |
|
|
2023
Q1 | $1.14M | Hold |
10,400
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $1.1M | Buy |
+10,400
| New | +$1.1M | 0.13% | 72 |
|