TLFA
True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,500
| Closed | -$830K | – | 71 |
|
|
2023
Q4 | $830K | Hold |
7,500
| – | – | 0.09% | 33 |
|
|
2023
Q3 | $765K | Hold |
7,500
| – | – | 0.09% | 61 |
|
|
2023
Q2 | $811K | Hold |
7,500
| – | – | 0.1% | 62 |
|
|
2023
Q1 | $822K | Hold |
7,500
| – | – | 0.1% | 64 |
|
|
2022
Q4 | $791K | Sell |
7,500
-299
| -4% | -$31.5K | 0.11% | 61 |
|
|
2022
Q3 | $799K | Hold |
7,799
| – | – | 0.12% | 63 |
|
|
2022
Q2 | $858K | Sell |
7,799
-1,012
| -11% | -$111K | 0.13% | 65 |
|
|
2022
Q1 | $1.07M | Sell |
8,811
-9,522
| -52% | -$1.15M | 0.15% | 54 |
|
|
2021
Q4 | $2.43M | Sell |
18,333
-1,949
| -10% | -$258K | 0.32% | 28 |
|
|
2021
Q3 | $2.7M | Sell |
20,282
-575
| -3% | -$76.5K | 0.37% | 26 |
|
|
2021
Q2 | $2.8M | Sell |
20,857
-72,144
| -78% | -$9.69M | 0.41% | 24 |
|
|
2021
Q1 | $12.1M | Buy |
93,001
+15,106
| +19% | +$1.96M | 1.75% | 12 |
|
|
2020
Q4 | $10.8M | Buy |
+77,895
| New | +$10.8M | 1.69% | 14 |
|