TRIA
Trail Ridge Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,231
| Closed | -$235K | – | 124 |
|
|
2022
Q4 | $235K | Hold |
2,231
| – | – | 0.16% | 109 |
|
|
2022
Q3 | $233K | Sell |
2,231
-719
| -24% | -$75.1K | 0.15% | 120 |
|
|
2022
Q2 | $325K | Sell |
2,950
-1,702
| -37% | -$188K | 0.22% | 112 |
|
|
2022
Q1 | $563K | Sell |
4,652
-1,138
| -20% | -$138K | 0.35% | 82 |
|
|
2021
Q4 | $767K | Buy |
+5,790
| New | +$767K | 0.46% | 60 |
|