BWM
Braver Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $12.6M | Buy |
107,148
+7,959
| +8% | +$933K | 2.04% | 8 |
|
|
2016
Q3 | $12.2M | Sell |
99,189
-51,570
| -34% | -$6.35M | 2.05% | 11 |
|
|
2016
Q2 | $18.5M | Buy |
150,759
+60,825
| +68% | +$7.47M | 3.16% | 7 |
|
|
2016
Q1 | $10.7M | Sell |
89,934
-63,572
| -41% | -$7.55M | 1.76% | 12 |
|
|
2015
Q4 | $17.5M | Buy |
153,506
+95,703
| +166% | +$10.9M | 3.6% | 6 |
|
|
2015
Q3 | $6.71M | Buy |
57,803
+7,518
| +15% | +$873K | 1.66% | 13 |
|
|
2015
Q2 | $5.82M | Sell |
50,285
-1,860
| -4% | -$215K | 1.41% | 16 |
|
|
2015
Q1 | $6.35M | Sell |
52,145
-2,914
| -5% | -$355K | 1.3% | 18 |
|
|
2014
Q4 | $6.58M | Buy |
55,059
+10,060
| +22% | +$1.2M | 1.35% | 20 |
|
|
2014
Q3 | $5.32M | Buy |
44,999
+568
| +1% | +$67.2K | 1.6% | 15 |
|
|
2014
Q2 | $5.3M | Sell |
44,431
-1,079
| -2% | -$129K | 1.37% | 17 |
|
|
2014
Q1 | $5.32M | Buy |
45,510
+1,018
| +2% | +$119K | 1.53% | 16 |
|
|
2013
Q4 | $5.08M | Sell |
44,492
-365
| -0.8% | -$41.7K | 1.76% | 12 |
|
|
2013
Q3 | $5.09M | Buy |
44,857
+46
| +0.1% | +$5.22K | 1.76% | 13 |
|
|
2013
Q2 | $5.09M | Buy |
+44,811
| New | +$5.09M | 2.34% | 10 |
|