BAM
BTS Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $722K | Hold |
5,229
| – | – | 0.14% | 12 |
|
|
2020
Q3 | $704K | Buy |
5,229
+3,041
| +139% | +$409K | 8.21% | 6 |
|
|
2020
Q2 | $295K | Buy |
2,188
+951
| +77% | +$128K | 0.08% | 10 |
|
|
2020
Q1 | $155K | Buy |
1,237
+726
| +142% | +$91K | 2.97% | 7 |
|
|
2019
Q4 | $65K | Hold |
511
| – | – | 0.01% | 11 |
|
|
2019
Q3 | $65K | Hold |
511
| – | – | 0.01% | 9 |
|
|
2019
Q2 | $63K | Buy |
+511
| New | +$63K | 0.07% | 8 |
|