GW & Wade’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
Q4 | $27.2M | Buy |
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|
2023
Q3 | $20.1M | Buy |
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2023
Q2 | $18.9M | Buy |
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|
2023
Q1 | $18M | Buy |
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|
2022
Q4 | $15.3M | Buy |
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|
2022
Q3 | $13.9M | Sell |
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|
2022
Q2 | $16.3M | Sell |
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|
2022
Q1 | $18.8M | Sell |
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|
2021
Q4 | $22.1M | Sell |
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|
2021
Q3 | $22.8M | Buy |
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|
2021
Q2 | $22.6M | Buy |
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|
2021
Q1 | $20.4M | Sell |
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|
2020
Q4 | $22M | Sell |
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|
2020
Q3 | $21.8M | Buy |
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|
2020
Q2 | $21.4M | Buy |
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|
2020
Q1 | $18.7M | Buy |
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|
2019
Q4 | $17.8M | Buy |
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|
2019
Q3 | $16.3M | Buy |
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|
2019
Q2 | $13.6M | Buy |
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|
2019
Q1 | $12.3M | Sell |
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|
2018
Q4 | $11.7M | Sell |
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|
2018
Q3 | $15.6M | Sell |
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|
2018
Q2 | $16M | Buy |
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|
2018
Q1 | $16M | Buy |
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|
2017
Q4 | $14.7M | Buy |
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|
2017
Q3 | $12.7M | Buy |
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|
2017
Q2 | $10.9M | Buy |
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|
2017
Q1 | $9.31M | Buy |
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|
2016
Q4 | $8.16M | Buy |
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|
2016
Q3 | $8.36M | Buy |
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|
2016
Q2 | $8.15M | Buy |
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|
2016
Q1 | $7.74M | Buy |
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|
2015
Q4 | $7.18M | Sell |
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|
2015
Q3 | $7.92M | Sell |
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|
2015
Q2 | $8.23M | Sell |
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|
2015
Q1 | $8.93M | Buy |
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