BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $394K | Sell |
3,849
-1,000
| -21% | -$102K | 0.06% | 123 |
|
|
2022
Q2 | $534K | Hold |
4,849
| – | – | 0.08% | 110 |
|
|
2022
Q1 | $586K | Sell |
4,849
-215
| -4% | -$26K | 0.07% | 112 |
|
|
2021
Q4 | $671K | Hold |
5,064
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $674K | Sell |
5,064
-140
| -3% | -$18.6K | 0.08% | 106 |
|
|
2021
Q2 | $699K | Buy |
+5,204
| New | +$699K | 0.09% | 104 |
|