Smith Salley Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Smith Salley Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,965	Closed	-$435K	–	235
2023 Q1	$435K	Sell	3,965 -1,069	-21%	-$116K	0.03%	180
2022 Q4	$531K	Sell	5,034 -6,456	-56%	-$676K	0.05%	162
2022 Q3	$1.18M	Sell	11,490 -2,246	-16%	-$248K	0.11%	118
2022 Q2	$1.51M	Sell	13,736 -4,013	-23%	-$453K	0.13%	116
2022 Q1	$2.15M	Sell	17,749 -1,723	-9%	-$215K	0.16%	101
2021 Q4	$2.58M	Buy	19,472 +452	+2%	+$60.1K	0.18%	99
2021 Q3	$2.53M	Sell	19,020 -2,857	-13%	-$386K	0.2%	90
2021 Q2	$2.94M	Sell	21,877 -8,503	-28%	-$1.12M	0.24%	85
2021 Q1	$3.95M	Sell	30,380 -929	-3%	-$124K	0.35%	64
2020 Q4	$4.32M	Buy	31,309 +7,637	+32%	+$1.04M	0.44%	57
2020 Q3	$3.19M	Buy	23,672 +8,291	+54%	+$1.13M	0.39%	66
2020 Q2	$2.07M	Buy	15,381 +10,989	+250%	+$1.43M	0.28%	75
2020 Q1	$543K	Buy	4,392 +56	+1%	+$7.14K	0.09%	119
2019 Q4	$555K	Sell	4,336 -232	-5%	-$29.5K	0.07%	120
2019 Q3	$582K	Sell	4,568 -670	-13%	-$84.4K	0.08%	118
2019 Q2	$652K	Sell	5,238 -8,005	-60%	-$961K	0.1%	112
2019 Q1	$1.58M	Buy	13,243 +3,298	+33%	+$382K	0.25%	79
2018 Q4	$1.12M	Sell	9,945 -954	-9%	-$107K	0.21%	86
2018 Q3	$1.25M	Buy	10,899 +459	+4%	+$52.9K	0.2%	91
2018 Q2	$1.2M	Buy	10,440 +378	+4%	+$43.5K	0.2%	89
2018 Q1	$1.18M	Buy	10,062 +346	+4%	+$40.9K	0.21%	86
2017 Q4	$1.18M	Buy	9,716 +32	+0.3%	+$3.87K	0.21%	89
2017 Q3	$1.17M	Sell	9,684 -264	-3%	-$31.9K	0.22%	92
2017 Q2	$1.2M	Buy	9,948 +124	+1%	+$14.8K	0.24%	91
2017 Q1	$1.16M	Buy	9,824 +1,688	+21%	+$198K	0.24%	91
2016 Q4	$953K	Buy	8,136 +295	+4%	+$35.1K	0.2%	98
2016 Q3	$966K	Buy	7,841 +420	+6%	+$51.7K	0.21%	93
2016 Q2	$911K	Buy	7,421 +91	+1%	+$10.9K	0.21%	94
2016 Q1	$871K	Buy	7,330 +418	+6%	+$48K	0.22%	94
2015 Q4	$788K	Buy	6,912 +545	+9%	+$63K	0.2%	102
2015 Q3	$739K	Buy	6,367 +296	+5%	+$34.2K	0.2%	102
2015 Q2	$703K	Buy	6,071 +849	+16%	+$101K	0.18%	107
2015 Q1	$636K	Buy	5,222 +722	+16%	+$87.6K	0.16%	114
2014 Q4	$537K	Buy	4,500 +1,261	+39%	+$150K	0.14%	119
2014 Q3	$383K	Buy	3,239 +1,499	+86%	+$178K	0.1%	141
2014 Q2	$208K	Buy	+1,740	New	+$206K	0.06%	178