Dakota 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
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2021
Q2 | $3.53M | Buy |
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2021
Q1 | $3.34M | Buy |
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2020
Q4 | $3.53M | Sell |
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2020
Q3 | $3.53M | Sell |
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2020
Q2 | $3.83M | Buy |
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2020
Q1 | $3.51M | Sell |
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2019
Q4 | $3.73M | Buy |
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2019
Q3 | $3.53M | Sell |
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2019
Q2 | $3.47M | Buy |
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2019
Q1 | $3.1M | Sell |
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2018
Q4 | $3.26M | Hold |
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2018
Q3 | $3.26M | Sell |
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2018
Q2 | $3.51M | Sell |
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2018
Q1 | $3.74M | Sell |
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2017
Q4 | $4.4M | Buy |
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2017
Q3 | $4.15M | Sell |
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2017
Q2 | $4.16M | Sell |
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2017
Q1 | $4.34M | Sell |
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2016
Q4 | $4.38M | Sell |
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2016
Q3 | $7.29M | Sell |
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2016
Q2 | $7.37M | Sell |
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2016
Q1 | $7.33M | Sell |
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2015
Q4 | $7.43M | Sell |
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2015
Q3 | $7.73M | Sell |
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2015
Q2 | $8.39M | Sell |
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2015
Q1 | $9.06M | Buy |
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2014
Q4 | $8.78M | Buy |
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