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BigSur Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BigSur Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,600
Closed -$1.13M – 108
2018
Q1 		$1.13M Hold
9,600
– – 0.8% 23
2017
Q4 		$1.17M Hold
9,600
– – 1.16% 17
2017
Q3 		$1.16M Buy
+9,600
New +$1.16M 1.17% 15