Epstein & White Financial’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
2019
Q4
$366K Sell
2019
Q3
$430K Sell
2019
Q2
$522K Sell
2019
Q1
$657K Sell
2018
Q4
$707K Sell
2018
Q3
$7.53M Buy
2018
Q2
$574K Sell
2018
Q1
$1.27M Sell
2017
Q4
$7.48M Buy