Cornerstone Wealth Management’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
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $295K | Sell |
|
|||||
|
2023
Q2 | $904K | Sell |
|
|||||
|
2023
Q1 | $933K | Buy |
|
|||||
|
2022
Q3 | $849K | Buy |
|
|||||
|
2022
Q2 | $780K | Sell |
|
|||||
|
2022
Q1 | $1M | Sell |
|
|||||
|
2021
Q4 | $1.18M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $1.1M | Sell |
|
|||||
|
2020
Q4 | $3.42M | Buy |
|
|||||
|
2020
Q3 | $2.25M | Buy |
|
|||||
|
2020
Q2 | $2.16M | Buy |
|
|||||
|
2020
Q1 | $930K | Sell |
|
|||||
|
2019
Q4 | $1.07M | Sell |
|
|||||
|
2019
Q3 | $1.24M | Sell |
|
|||||
|
2019
Q2 | $1.72M | Sell |
|
|||||
|
2019
Q1 | $2.25M | Sell |
|
|||||
|
2018
Q4 | $2.4M | Sell |
|
|||||
|
2018
Q3 | $26.5M | Buy |
|
|||||
|
2018
Q2 | $26M | Buy |
|
|||||
|
2018
Q1 | $3.36M | Sell |
|
|||||
|
2017
Q4 | $3.69M | Buy |
|
|||||
|
2017
Q3 | $3.21M | Buy |
|
|||||
|
2017
Q2 | $3M | Buy |
|
|||||
|
2017
Q1 | $2.6M | Buy |
|
|||||
|
2016
Q4 | $1.62M | Sell |
|
|||||
|
2016
Q3 | $2.04M | Buy |
|