Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $62.3M | Sell |
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2019
Q3 | $63.5M | Sell |
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2019
Q2 | $63.6M | Sell |
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|
2019
Q1 | $63.1M | Sell |
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|
2018
Q4 | $63.1M | Sell |
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|
2018
Q3 | $78.9M | Sell |
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|
2018
Q2 | $80.7M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $99.2M | Buy |
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|
2017
Q2 | $98.4M | Buy |
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|
2017
Q1 | $96.2M | Buy |
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|
2016
Q4 | $94.6M | Buy |
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|
2016
Q3 | $98.9M | Sell |
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|
2016
Q2 | $98.6M | Sell |
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|
2016
Q1 | $123M | Buy |
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|
2015
Q4 | $116M | Buy |
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|
2015
Q3 | $115M | Buy |
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|
2015
Q2 | $112M | Buy |
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|
2015
Q1 | $115M | Buy |
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|
2014
Q4 | $112M | Buy |
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|
2014
Q3 | $45.2M | Buy |
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|
2014
Q2 | $43.5M | Buy |
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|
2014
Q1 | $40.9M | Buy |
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