Integrated Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.19M | Sell |
10,126
-428
| -4% | -$50.5K | 0.4% | 73 |
|
|
2016
Q4 | $1.24M | Buy |
10,554
+86
| +0.8% | +$10.1K | 0.46% | 66 |
|
|
2016
Q3 | $1.29M | Buy |
10,468
+539
| +5% | +$66.4K | 0.46% | 59 |
|
|
2016
Q2 | $1.22M | Buy |
9,929
+367
| +4% | +$45.1K | 0.47% | 53 |
|
|
2016
Q1 | $1.14M | Sell |
9,562
-95
| -1% | -$11.3K | 0.48% | 50 |
|
|
2015
Q4 | $1.1M | Sell |
9,657
-48
| -0.5% | -$5.47K | 0.47% | 52 |
|
|
2015
Q3 | $1.13M | Buy |
9,705
+11
| +0.1% | +$1.28K | 0.49% | 47 |
|
|
2015
Q2 | $1.12M | Buy |
9,694
+1,538
| +19% | +$178K | 0.44% | 52 |
|
|
2015
Q1 | $992K | Buy |
+8,156
| New | +$992K | 0.41% | 55 |
|