Curi RMB Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,671
| Closed | -$783K | – | 518 |
|
|
2020
Q4 | $783K | Buy |
+5,671
| New | +$783K | 0.03% | 357 |
|
|
2019
Q1 | – | Sell |
-2,441
| Closed | -$275K | – | 830 |
|
|
2018
Q4 | $275K | Buy |
+2,441
| New | +$275K | 0.01% | 731 |
|
|
2018
Q2 | – | Sell |
-2,069
| Closed | -$243K | – | 913 |
|
|
2018
Q1 | $243K | Buy |
+2,069
| New | +$243K | 0.01% | 748 |
|