Stokes Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,155
| Closed | -$220K | – | 285 |
|
|
2023
Q3 | $220K | Sell |
2,155
-412
| -16% | -$42K | 0.03% | 292 |
|
|
2023
Q2 | $278K | Buy |
2,567
+254
| +11% | +$27.5K | 0.03% | 253 |
|
|
2023
Q1 | $254K | Hold |
2,313
| – | – | 0.03% | 249 |
|
|
2022
Q4 | $244K | Sell |
2,313
-56
| -2% | -$5.9K | 0.03% | 239 |
|
|
2022
Q3 | $243K | Buy |
+2,369
| New | +$243K | 0.03% | 232 |
|
|
2021
Q2 | – | Sell |
-3,857
| Closed | -$502K | – | 224 |
|
|
2021
Q1 | $502K | Buy |
+3,857
| New | +$502K | 0.08% | 131 |
|