Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-118
| Closed | -$13K | – | 826 |
|
|
2022
Q3 | $13K | Hold |
118
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $13K | Sell |
118
-803
| -87% | -$88.5K | ﹤0.01% | 471 |
|
|
2022
Q1 | $111K | Buy |
921
+3
| +0.3% | +$362 | 0.03% | 177 |
|
|
2021
Q4 | $122K | Buy |
918
+6
| +0.7% | +$797 | 0.03% | 172 |
|
|
2021
Q3 | $121K | Buy |
912
+4
| +0.4% | +$531 | 0.03% | 169 |
|
|
2021
Q2 | $122K | Sell |
908
-891
| -50% | -$120K | 0.03% | 162 |
|
|
2021
Q1 | $117 | Buy |
1,799
+849
| +89% | +$55 | 0.03% | 164 |
|
|
2020
Q4 | $131K | Buy |
950
+7
| +0.7% | +$965 | 0.04% | 150 |
|
|
2020
Q3 | $127K | Buy |
943
+5
| +0.5% | +$673 | 0.05% | 142 |
|
|
2020
Q2 | $126K | Buy |
938
+6
| +0.6% | +$806 | 0.05% | 143 |
|
|
2020
Q1 | $115K | Buy |
932
+4
| +0.4% | +$494 | 0.05% | 143 |
|
|
2019
Q4 | $119K | Buy |
+928
| New | +$119K | 0.05% | 158 |
|