Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $141K | Buy |
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|
2023
Q3 | $71.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $17K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $105K | Sell |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $65K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $30K | Buy |
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