SIA
Sage Investment Advisers’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
Q2 | – | Sell |
-8,268
| Closed | -$901K | – | 73 |
|
|
2024
Q1 | $901K | Sell |
8,268
-40
| -0.5% | -$4.36K | 1.03% | 32 |
|
|
2023
Q4 | $919K | Buy |
+8,308
| New | +$919K | 1.12% | 30 |
|
|
2023
Q1 | – | Sell |
-14,442
| Closed | -$1.52M | – | 67 |
|
|
2022
Q4 | $1.52M | Buy |
+14,442
| New | +$1.52M | 2.17% | 16 |
|