SWM
SigFig Wealth Management’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 |
-10,959
| Closed | -$1.19M | – | 128 |
|
|
2024
Q1 | $1.19M | Sell |
10,959
-14,636
| -57% | -$1.59M | 0.04% | 95 |
|
|
2023
Q4 | $2.83M | Buy |
25,595
+7,537
| +42% | +$834K | 0.11% | 70 |
|
|
2023
Q3 | $1.84M | Buy |
+18,058
| New | +$1.84M | 0.07% | 78 |
|
|
2022
Q4 | – | Sell |
-6,217
| Closed | -$419K | – | 107 |
|
|
2022
Q3 | $419K | Buy |
+6,217
| New | +$419K | 0.02% | 89 |
|
|
2021
Q2 | – | Sell |
-15,277
| Closed | -$1.99M | – | 83 |
|
|
2021
Q1 | $1.99M | Sell |
15,277
-10,530
| -41% | -$1.37M | 0.12% | 47 |
|
|
2020
Q4 | $3.57M | Buy |
25,807
+5,734
| +29% | +$792K | 0.26% | 34 |
|
|
2020
Q3 | $2.71M | Buy |
20,073
+7,877
| +65% | +$1.06M | 0.25% | 33 |
|
|
2020
Q2 | $1.64M | Buy |
+12,196
| New | +$1.64M | 0.18% | 36 |
|