Bay Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $3.32M | Sell |
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|
2020
Q4 | $7.4M | Buy |
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|
2020
Q3 | $6.46M | Buy |
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|
2020
Q2 | $5.54M | Buy |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $701K | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $811K | Buy |
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