SSWM
Strait & Sound Wealth Management’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
Q2 | – | Sell |
-2,674
| Closed | -$283K | – | 154 |
|
|
2024
Q1 | $283K | Sell |
2,674
-182
| -6% | -$19.3K | 0.16% | 105 |
|
|
2023
Q4 | $312K | Sell |
2,856
-11
| -0.4% | -$1.2K | 0.19% | 90 |
|
|
2023
Q3 | $292K | Buy |
2,867
+193
| +7% | +$19.7K | 0.25% | 90 |
|
|
2023
Q2 | $289K | Buy |
+2,674
| New | +$289K | 0.29% | 76 |
|