SWMG LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,264
| Closed | -$1.03M | – | 99 |
|
|
2023
Q4 | $1.03M | Buy |
9,264
+3,607
| +64% | +$399K | 0.49% | 38 |
|
|
2023
Q3 | $577K | Buy |
+5,657
| New | +$577K | 0.3% | 52 |
|
|
2021
Q2 | – | Sell |
-9,168
| Closed | -$1.19M | – | 64 |
|
|
2021
Q1 | $1.19M | Sell |
9,168
-17,098
| -65% | -$2.22M | 0.82% | 24 |
|
|
2020
Q4 | $3.56M | Buy |
+26,266
| New | +$3.56M | 2.61% | 12 |
|