Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,939
| Closed | -$213K | – | 48 |
|
|
2022
Q2 | $213K | Sell |
1,939
-2,487
| -56% | -$273K | 0.15% | 46 |
|
|
2022
Q1 | $535K | Buy |
4,426
+71
| +2% | +$8.58K | 0.36% | 40 |
|
|
2021
Q4 | $577K | Sell |
4,355
-480
| -10% | -$63.6K | 0.37% | 45 |
|
|
2021
Q3 | $643K | Buy |
4,835
+2,860
| +145% | +$380K | 0.47% | 38 |
|
|
2021
Q2 | $266K | Sell |
1,975
-4,148
| -68% | -$559K | 0.3% | 41 |
|
|
2021
Q1 | $796K | Sell |
6,123
-20,712
| -77% | -$2.69M | 0.66% | 34 |
|
|
2020
Q4 | $3.71M | Buy |
26,835
+1,674
| +7% | +$231K | 3.12% | 10 |
|
|
2020
Q3 | $3.39M | Buy |
25,161
+22,227
| +758% | +$2.99M | 1.46% | 23 |
|
|
2020
Q2 | $395K | Buy |
+2,934
| New | +$395K | 0.23% | 58 |
|