Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $438K | Sell |
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2022
Q2 | $571K | Buy |
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2022
Q1 | $544K | Sell |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $570K | Sell |
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2021
Q2 | $579K | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $401K | Buy |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $278K | Sell |
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2018
Q3 | $295K | Buy |
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|
2018
Q2 | $292K | Buy |
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