RG
Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $317K | Sell |
2,910
-150
| -5% | -$16.3K | 0.11% | 86 |
|
|
2023
Q4 | $339K | Sell |
3,060
-100
| -3% | -$11.1K | 0.14% | 78 |
|
|
2023
Q3 | $322K | Sell |
3,160
-1,178
| -27% | -$120K | 0.13% | 74 |
|
|
2023
Q2 | $469K | Sell |
4,338
-37
| -0.8% | -$4K | 0.2% | 62 |
|
|
2023
Q1 | $480K | Buy |
4,375
+1,178
| +37% | +$129K | 0.22% | 60 |
|
|
2022
Q4 | $337K | Buy |
3,197
+3,021
| +1,716% | +$318K | 0.16% | 60 |
|
|
2022
Q3 | $18K | Sell |
176
-3,967
| -96% | -$406K | 0.01% | 189 |
|
|
2022
Q2 | $456K | Buy |
4,143
+462
| +13% | +$50.9K | 0.19% | 66 |
|
|
2022
Q1 | $445K | Sell |
3,681
-94
| -2% | -$11.4K | 0.17% | 67 |
|
|
2021
Q4 | $500K | Sell |
3,775
-166
| -4% | -$22K | 0.22% | 64 |
|
|
2021
Q3 | $524K | Sell |
3,941
-123
| -3% | -$16.4K | 0.24% | 68 |
|
|
2021
Q2 | $546K | Sell |
4,064
-429
| -10% | -$57.6K | 0.26% | 62 |
|
|
2021
Q1 | $584K | Buy |
4,493
+35
| +0.8% | +$4.55K | 0.27% | 62 |
|
|
2020
Q4 | $616K | Buy |
4,458
+76
| +2% | +$10.5K | 0.28% | 54 |
|
|
2020
Q3 | $590K | Buy |
4,382
+19
| +0.4% | +$2.56K | 0.33% | 55 |
|
|
2020
Q2 | $587K | Buy |
+4,363
| New | +$587K | 0.36% | 53 |
|
|
2019
Q4 | $530K | Buy |
+4,139
| New | +$530K | 0.34% | 53 |
|