Signature Estate & Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,823
| Closed | -$1.09M | – | 191 |
|
|
2023
Q4 | $1.09M | Sell |
9,823
-1,003
| -9% | -$111K | 0.03% | 100 |
|
|
2023
Q3 | $1.1M | Sell |
10,826
-3,782
| -26% | -$386K | 0.04% | 89 |
|
|
2023
Q2 | $1.58M | Sell |
14,608
-1,009
| -6% | -$109K | 0.05% | 80 |
|
|
2023
Q1 | $1.71M | Buy |
15,617
+2,561
| +20% | +$281K | 0.06% | 79 |
|
|
2022
Q4 | $1.38M | Buy |
+13,056
| New | +$1.38M | 0.05% | 86 |
|