TW
Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,587
| Closed | -$206K | – | 227 |
|
|
2021
Q1 | $206K | Buy |
1,587
+30
| +2% | +$3.89K | 0.04% | 192 |
|
|
2020
Q4 | $215K | Sell |
1,557
-12
| -0.8% | -$1.66K | 0.05% | 191 |
|
|
2020
Q3 | $211K | Sell |
1,569
-1,673
| -52% | -$225K | 0.03% | 203 |
|
|
2020
Q2 | $436K | Buy |
3,242
+603
| +23% | +$81.1K | 0.07% | 157 |
|
|
2020
Q1 | $326K | Buy |
+2,639
| New | +$326K | 0.07% | 166 |
|