GWM
Gupta Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $20.3M | Buy |
170,642
+11,841
| +7% | +$1.41M | 4.75% | 2 |
|
|
2015
Q4 | $18.1M | Buy |
158,801
+1,982
| +1% | +$226K | 4.6% | 1 |
|
|
2015
Q3 | $18.2M | Buy |
156,819
+22,020
| +16% | +$2.56M | 4.44% | 1 |
|
|
2015
Q2 | $15.6M | Buy |
134,799
+47,628
| +55% | +$5.51M | 3.83% | 1 |
|
|
2015
Q1 | $10.6M | Buy |
+87,171
| New | +$10.6M | 3.12% | 4 |
|