TFA
Tranquilli Financial Advisor’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
Q4 | – | Sell |
-10,747
| Closed | -$1.1M | – | 105 |
|
|
2023
Q3 | $1.1M | Buy |
10,747
+4,572
| +74% | +$466K | 0.79% | 29 |
|
|
2023
Q2 | $668K | Buy |
6,175
+876
| +17% | +$94.7K | 0.47% | 43 |
|
|
2023
Q1 | $581K | Sell |
5,299
-1,734
| -25% | -$190K | 0.43% | 41 |
|
|
2022
Q4 | $741K | Buy |
7,033
+1,925
| +38% | +$203K | 0.56% | 27 |
|
|
2022
Q3 | $523K | Buy |
5,108
+2,692
| +111% | +$276K | 0.41% | 25 |
|
|
2022
Q2 | $266K | Sell |
2,416
-6,921
| -74% | -$762K | 0.2% | 55 |
|
|
2022
Q1 | $1.13M | Buy |
9,337
+1,685
| +22% | +$204K | 0.8% | 32 |
|
|
2021
Q4 | $1.01M | Buy |
+7,652
| New | +$1.01M | 0.71% | 38 |
|
|
2021
Q1 | – | Sell |
-5,588
| Closed | -$772K | – | 77 |
|
|
2020
Q4 | $772K | Buy |
+5,588
| New | +$772K | 0.7% | 39 |
|