Blue Bell Private Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-63
| Closed | -$6.81K | – | 692 |
|
|
2023
Q2 | $6.81K | Buy |
+63
| New | +$6.81K | ﹤0.01% | 460 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 449 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 445 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 436 |
|
|
2015
Q1 | $0 | Sell |
1
-134
| -99% | – | ﹤0.01% | 430 |
|
|
2014
Q4 | $16K | Buy |
135
+1
| +0.7% | +$119 | 0.01% | 343 |
|
|
2014
Q3 | $16K | Buy |
+134
| New | +$16K | 0.01% | 361 |
|