Wells Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-122
| Closed | -$13.8K | – | 91 |
|
|
2024
Q3 | $13.8K | Buy |
+122
| New | +$13.8K | 0.02% | 71 |
|
|
2021
Q4 | – | Sell |
-13,889
| Closed | -$1.85M | – | 63 |
|
|
2021
Q3 | $1.85M | Buy |
13,889
+312
| +2% | +$41.5K | 1.56% | 18 |
|
|
2021
Q2 | $1.82M | Sell |
13,577
-878
| -6% | -$118K | 1.54% | 18 |
|
|
2021
Q1 | $1.88M | Buy |
14,455
+3,580
| +33% | +$466K | 1.69% | 17 |
|
|
2020
Q4 | $1.5M | Buy |
+10,875
| New | +$1.5M | 1.28% | 18 |
|