Hefty Wealth Partners’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
2018
Q1
Sell
2017
Q4
$50K Buy
2017
Q3
$39K Buy
2017
Q1
Sell
2016
Q4
$110K Sell
2016
Q3
$3.28M Buy
2016
Q2
$3.11M Buy
2016
Q1
$2.88M Buy
2015
Q4
$2.61M Buy