Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $352K | Hold |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $334K | Buy |
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