SA
Stewardship 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-125,033
| Closed | -$17.3M | – | 49 |
|
|
2020
Q4 | $17.3M | Buy |
125,033
+28,541
| +30% | +$3.94M | 7.03% | 3 |
|
|
2020
Q3 | $13.1M | Buy |
96,492
+11,642
| +14% | +$1.58M | 6.55% | 4 |
|
|
2020
Q2 | $11.4M | Buy |
84,850
+25,357
| +43% | +$3.41M | 6.33% | 5 |
|
|
2020
Q1 | $7.35M | Buy |
+59,493
| New | +$7.35M | 4.77% | 6 |
|