55I LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$5.07M Buy
2021
Q4
$3.54M Sell
2021
Q3
$4.56M Sell
2021
Q2
$5.08M Sell
2021
Q1
$17M Sell
2020
Q4
$41.2M Sell
2020
Q3
$46.1M Buy
2020
Q2
$20.1M Buy
2020
Q1
$8.68M Buy
2019
Q4
$2.62M Buy
2019
Q3
$2.1M Sell
2019
Q2
$2.22M Buy
2019
Q1
$1.75M Buy
2018
Q4
$1.56M Buy