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Royal Harbor Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Royal Harbor Partners’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34,991
Closed -$3.95M – 49
2024
Q3 		$3.95M Buy
34,991
+2,086
+6% +$236K 1.54% 20
2024
Q2 		$3.52M Buy
32,905
+1,138
+4% +$122K 1.46% 19
2024
Q1 		$3.46M Buy
+31,767
New +$3.46M 1.51% 17