Bartlett & Co’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
Q4 | $217K | Hold |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $225K | Sell |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $163K | Hold |
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|
2018
Q2 | $162K | Hold |
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|
2018
Q1 | $166K | Sell |
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|
2017
Q4 | $176K | Hold |
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|
2017
Q3 | $175K | Hold |
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|
2017
Q2 | $174K | Buy |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $129K | Sell |
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|
2016
Q2 | $207K | Buy |
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|
2016
Q1 | $149K | Hold |
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|
2015
Q4 | $143K | Buy |
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|
2015
Q3 | $111K | Buy |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $91K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $26K | Buy |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $10K | Buy |
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|
2013
Q2 | $9K | Buy |
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