Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Sell |
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2022
Q1 | $285K | Sell |
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2021
Q4 | $517K | Sell |
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $1.15M | Sell |
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2021
Q1 | $7.09M | Sell |
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|
2020
Q4 | $7.62M | Sell |
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2020
Q3 | $7.46M | Buy |
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|
2020
Q2 | $5.81M | Buy |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $202K | Buy |
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