AIIMS
Analyst IMS Investment Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,980
| Closed | -$449 | – | 101 |
|
|
2018
Q4 | $449 | Sell |
3,980
-352
| -8% | -$40 | 0.07% | 73 |
|
|
2018
Q3 | $498 | Sell |
4,332
-1,013
| -19% | -$116 | 0.08% | 84 |
|
|
2018
Q2 | $612K | Buy |
5,345
+15
| +0.3% | +$1.72K | 0.19% | 72 |
|
|
2018
Q1 | $625K | Sell |
5,330
-1,493
| -22% | -$175K | 0.2% | 73 |
|
|
2017
Q4 | $830K | Buy |
6,823
+56
| +0.8% | +$6.81K | 0.25% | 70 |
|
|
2017
Q3 | $820K | Buy |
6,767
+726
| +12% | +$88K | 0.27% | 71 |
|
|
2017
Q2 | $728K | Buy |
6,041
+782
| +15% | +$94.2K | 0.26% | 70 |
|
|
2017
Q1 | $620K | Sell |
5,259
-142
| -3% | -$16.7K | 0.24% | 73 |
|
|
2016
Q4 | $633K | Buy |
5,401
+1,694
| +46% | +$199K | 0.28% | 67 |
|
|
2016
Q3 | $457K | Buy |
3,707
+181
| +5% | +$22.3K | 0.19% | 77 |
|
|
2016
Q2 | $433K | Hold |
3,526
| – | – | 0.18% | 76 |
|
|
2016
Q1 | $419K | Buy |
+3,526
| New | +$419K | 0.18% | 77 |
|