SHJ
Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,232
| Closed | -$2.8M | – | 155 |
|
|
2024
Q4 | $2.8M | Sell |
26,232
-221
| -0.8% | -$23.6K | 0.39% | 52 |
|
|
2024
Q3 | $2.99M | Buy |
26,453
+12,386
| +88% | +$1.4M | 0.43% | 44 |
|
|
2024
Q2 | $1.51M | Sell |
14,067
-16,211
| -54% | -$1.74M | 0.24% | 53 |
|
|
2024
Q1 | $3.3M | Sell |
30,278
-48,129
| -61% | -$5.24M | 0.54% | 28 |
|
|
2023
Q4 | $8.68M | Buy |
78,407
+37,679
| +93% | +$4.17M | 1.53% | 15 |
|
|
2023
Q3 | $4.16M | Buy |
+40,728
| New | +$4.16M | 0.8% | 28 |
|
|
2022
Q4 | – | Sell |
-6,722
| Closed | -$689K | – | 105 |
|
|
2022
Q3 | $689K | Buy |
+6,722
| New | +$689K | 0.15% | 66 |
|
|
2021
Q4 | – | Sell |
-4,650
| Closed | -$619K | – | 82 |
|
|
2021
Q3 | $619K | Sell |
4,650
-113
| -2% | -$15K | 0.16% | 54 |
|
|
2021
Q2 | $640K | Sell |
4,763
-54,897
| -92% | -$7.38M | 0.17% | 52 |
|
|
2021
Q1 | $7.76M | Sell |
59,660
-61,916
| -51% | -$8.05M | 2.43% | 15 |
|
|
2020
Q4 | $16.8M | Sell |
121,576
-1,956
| -2% | -$270K | 5.61% | 4 |
|
|
2020
Q3 | $16.6M | Buy |
123,532
+17,164
| +16% | +$2.31M | 6.33% | 4 |
|
|
2020
Q2 | $14.3M | Buy |
+106,368
| New | +$14.3M | 6.32% | 4 |
|
|
2019
Q4 | – | Sell |
-10,388
| Closed | -$1.32M | – | 66 |
|
|
2019
Q3 | $1.32M | Sell |
10,388
-19,235
| -65% | -$2.45M | 0.57% | 30 |
|
|
2019
Q2 | $3.68M | Sell |
29,623
-10,588
| -26% | -$1.32M | 1.67% | 18 |
|
|
2019
Q1 | $4.79M | Buy |
+40,211
| New | +$4.79M | 2.23% | 16 |
|