Capital Asset Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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2022
Q4 | $520K | Buy |
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|
2022
Q3 | – | Sell |
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2022
Q2 | $309K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $852K | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $850K | Buy |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $253K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.7M | Buy |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $1.76M | Buy |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $1.61M | Buy |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $1.47M | Buy |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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