Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,643
| Closed | -$1.51M | – | 849 |
|
|
2023
Q4 | $1.51M | Buy |
13,643
+4,467
| +49% | +$494K | 0.16% | 112 |
|
|
2023
Q3 | $936K | Buy |
9,176
+8,748
| +2,044% | +$892K | 0.11% | 126 |
|
|
2023
Q2 | $46K | Sell |
428
-10
| -2% | -$1.08K | 0.01% | 648 |
|
|
2023
Q1 | $48K | Sell |
438
-3,168
| -88% | -$347K | 0.01% | 616 |
|
|
2022
Q4 | $380K | Buy |
3,606
+2,050
| +132% | +$216K | 0.05% | 200 |
|
|
2022
Q3 | $159K | Buy |
1,556
+1,042
| +203% | +$106K | 0.02% | 289 |
|
|
2022
Q2 | $57K | Buy |
514
+188
| +58% | +$20.8K | 0.01% | 439 |
|
|
2022
Q1 | $39K | Sell |
326
-87
| -21% | -$10.4K | 0.01% | 566 |
|
|
2021
Q4 | $55K | Sell |
413
-71
| -15% | -$9.46K | 0.01% | 510 |
|
|
2021
Q3 | $64K | Sell |
484
-12
| -2% | -$1.59K | 0.01% | 445 |
|
|
2021
Q2 | $67K | Sell |
496
-26,048
| -98% | -$3.52M | 0.01% | 470 |
|
|
2021
Q1 | $3.45M | Sell |
26,544
-7,432
| -22% | -$967K | 0.6% | 53 |
|
|
2020
Q4 | $4.69M | Buy |
+33,976
| New | +$4.69M | 0.91% | 31 |
|