Edmonds Duncan Registered Investment Advisors’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 | $211K | Sell |
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|
2019
Q3 | $394K | Hold |
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2019
Q2 | $384K | Sell |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $11M | Buy |
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|
2018
Q1 | $11M | Buy |
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|
2017
Q4 | $10.8M | Buy |
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|
2017
Q3 | $10.5M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9.24M | Buy |
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|
2016
Q4 | $8.4M | Buy |
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2016
Q3 | $6.43M | Sell |
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|
2016
Q2 | $6.66M | Buy |
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2016
Q1 | $6.19M | Buy |
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2015
Q4 | $5.86M | Buy |
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