BerganKDV 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
Q2 | $307K | Sell |
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2023
Q1 | $353K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $399K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $461K | Sell |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $944K | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $991K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $924K | Buy |
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|
2018
Q1 | $946K | Buy |
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|
2017
Q4 | $938K | Buy |
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|
2017
Q3 | $369K | Buy |
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