B&D White Capital Company’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
2021
Q3
Sell
-2,151
Closed -$289K 76
2021
Q2
$289K Sell
2,151
-668
-24% -$89.8K 0.13% 39
2021
Q1
$372K Sell
2,819
-5,544
-66% -$732K 0.2% 39
2020
Q4
$1.16M Buy
+8,363
New +$1.16M 0.66% 26