First City Capital 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
Q2 | – | Sell |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $394K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $796K | Buy |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $360K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $372K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $376K | Sell |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $405K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $441K | Hold |
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|
2015
Q1 | $463K | Sell |
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|
2014
Q4 | $458K | Hold |
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|
2014
Q3 | $453K | Hold |
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|
2014
Q2 | $457K | Hold |
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|
2014
Q1 | $448K | Hold |
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|
2013
Q4 | $438K | Hold |
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|
2013
Q3 | $435K | Hold |
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|
2013
Q2 | $436K | Buy |
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