Acorn Advisory Capital’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
2018
Q4
Sell
-3,000
Closed -$345K 33
2018
Q3
$345K Hold
3,000
0.39% 38
2018
Q2
$344K Sell
3,000
-1,200
-29% -$138K 0.41% 33
2018
Q1
$493K Sell
4,200
-19,100
-82% -$2.24M 0.77% 14
2017
Q4
$2.83M Buy
+23,300
New +$2.83M 1.85% 15