ICAS
Investors Capital Advisory Services’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
Q2 | $3.93M | Buy |
32,002
+1,404
| +5% | +$172K | 0.75% | 16 |
|
|
2016
Q1 | $3.64M | Buy |
30,598
+16,504
| +117% | +$1.96M | 0.72% | 14 |
|
|
2015
Q4 | $1.61M | Buy |
14,094
+5,203
| +59% | +$593K | 0.31% | 66 |
|
|
2015
Q3 | $1.03M | Buy |
8,891
+1,258
| +16% | +$146K | 0.21% | 125 |
|
|
2015
Q2 | $883K | Buy |
7,633
+69
| +0.9% | +$7.98K | 0.16% | 176 |
|
|
2015
Q1 | $920K | Buy |
7,564
+86
| +1% | +$10.5K | 0.17% | 171 |
|
|
2014
Q4 | $893K | Buy |
7,478
+67
| +0.9% | +$8K | 0.17% | 175 |
|
|
2014
Q3 | $876K | Buy |
7,411
+115
| +2% | +$13.6K | 0.17% | 173 |
|
|
2014
Q2 | $870K | Sell |
7,296
-22
| -0.3% | -$2.62K | 0.14% | 226 |
|
|
2014
Q1 | $855K | Buy |
7,318
+373
| +5% | +$43.6K | 0.18% | 166 |
|
|
2013
Q4 | $793K | Sell |
6,945
-373
| -5% | -$42.6K | 0.18% | 157 |
|
|
2013
Q3 | $830K | Buy |
7,318
+200
| +3% | +$22.7K | 0.21% | 130 |
|
|
2013
Q2 | $808K | Buy |
+7,118
| New | +$808K | 0.25% | 113 |
|