SFA
Source Financial Advisors’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
Q3 | $516K | Sell |
4,565
-18
| -0.4% | -$2.03K | 0.15% | 69 |
|
|
2024
Q2 | $491K | Buy |
4,583
+413
| +10% | +$44.2K | 0.15% | 69 |
|
|
2024
Q1 | $454K | Buy |
4,170
+1,080
| +35% | +$118K | 0.14% | 74 |
|
|
2023
Q4 | $342K | Sell |
3,090
-82
| -3% | -$9.07K | 0.11% | 95 |
|
|
2023
Q3 | $324K | Sell |
3,172
-3,331
| -51% | -$340K | 0.11% | 97 |
|
|
2023
Q2 | $703K | Buy |
6,503
+54
| +0.8% | +$5.84K | 0.23% | 59 |
|
|
2023
Q1 | $707K | Buy |
+6,449
| New | +$707K | 0.24% | 62 |
|
|
2021
Q2 | – | Sell |
-16,014
| Closed | -$2.08M | – | 113 |
|
|
2021
Q1 | $2.08M | Buy |
16,014
+1,776
| +12% | +$231K | 0.56% | 31 |
|
|
2020
Q4 | $1.97M | Buy |
+14,238
| New | +$1.97M | 0.53% | 29 |
|