WCFA
Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,042
| Closed | -$536K | – | 219 |
|
|
2021
Q4 | $536K | Sell |
4,042
-6
| -0.1% | -$796 | 0.35% | 68 |
|
|
2021
Q3 | $537K | Buy |
4,048
+176
| +5% | +$23.3K | 0.26% | 79 |
|
|
2021
Q2 | $519K | Sell |
3,872
-592
| -13% | -$79.4K | 0.19% | 95 |
|
|
2021
Q1 | $581K | Sell |
4,464
-216
| -5% | -$28.1K | 0.23% | 87 |
|
|
2020
Q4 | $646K | Buy |
+4,680
| New | +$646K | 0.28% | 67 |
|