UFA
US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,855
| Closed | -$501K | – | 108 |
|
|
2021
Q1 | $501K | Hold |
3,855
| – | – | 0.14% | 78 |
|
|
2020
Q4 | $532K | Buy |
+3,855
| New | +$532K | 0.16% | 65 |
|
|
2016
Q2 | – | Sell |
-131
| Closed | -$16K | – | 242 |
|
|
2016
Q1 | $16K | Sell |
131
-195
| -60% | -$23.8K | 0.03% | 177 |
|
|
2015
Q4 | $37K | Buy |
326
+136
| +72% | +$15.4K | 0.04% | 169 |
|
|
2015
Q3 | $22K | Sell |
190
-172
| -48% | -$19.9K | 0.04% | 194 |
|
|
2015
Q2 | $42K | Sell |
362
-126
| -26% | -$14.6K | 0.04% | 120 |
|
|
2015
Q1 | $59K | Hold |
488
| – | – | 0.05% | 98 |
|
|
2014
Q4 | $58K | Buy |
+488
| New | +$58K | 0.05% | 101 |
|