Rede Wealth’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 |
-1,981
| Closed | -$240K | – | 114 |
|
2022
Q1 | $240K | Sell |
1,981
-222
| -10% | -$26.9K | 0.11% | 94 |
|
2021
Q4 | $292K | Sell |
2,203
-79
| -3% | -$10.5K | 0.15% | 86 |
|
2021
Q3 | $304K | Sell |
2,282
-306
| -12% | -$40.8K | 0.16% | 87 |
|
2021
Q2 | $348K | Buy |
2,588
+131
| +5% | +$17.6K | 0.19% | 79 |
|
2021
Q1 | $320K | Buy |
2,457
+306
| +14% | +$39.9K | 0.19% | 80 |
|
2020
Q4 | $299K | Buy |
+2,151
| New | +$299K | 0.2% | 72 |
|