Ipswich Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,620
| Closed | -$1.83M | – | 197 |
|
|
2021
Q2 | $1.83M | Hold |
13,620
| – | – | 0.47% | 62 |
|
|
2021
Q1 | $1.77M | Sell |
13,620
-310
| -2% | -$40.3K | 0.5% | 60 |
|
|
2020
Q4 | $1.92M | Buy |
13,930
+1,160
| +9% | +$160K | 0.58% | 56 |
|
|
2020
Q3 | $1.72M | Buy |
12,770
+1,300
| +11% | +$175K | 0.55% | 55 |
|
|
2020
Q2 | $1.54M | Buy |
+11,470
| New | +$1.54M | 0.53% | 57 |
|