BDO Wealth Advisors’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
Q2 | $390K | Sell |
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2023
Q1 | $412K | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $963K | Buy |
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|
2022
Q1 | $951K | Sell |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.59M | Sell |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $2.53M | Sell |
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|
2019
Q3 | $2.63M | Buy |
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|
2019
Q2 | $2.45M | Sell |
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|
2019
Q1 | $3.66M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $111K | Buy |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $63K | Buy |
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|
2017
Q3 | $11K | Sell |
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|
2017
Q2 | $85K | Buy |
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