JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$549 | – | 733 |
|
|
2023
Q1 | $549 | Buy |
+5
| New | +$549 | ﹤0.01% | 698 |
|
|
2022
Q3 | – | Sell |
-474
| Closed | -$52K | – | 723 |
|
|
2022
Q2 | $52K | Buy |
+474
| New | +$52K | 0.01% | 274 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$2K | – | 688 |
|
|
2019
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 507 |
|
|
2018
Q4 | – | Sell |
-262
| Closed | -$30K | – | 647 |
|
|
2018
Q3 | $30K | Buy |
+262
| New | +$30K | 0.01% | 270 |
|
|
2016
Q4 | – | Sell |
-69
| Closed | -$8K | – | 963 |
|
|
2016
Q3 | $8K | Sell |
69
-105
| -60% | -$12.2K | ﹤0.01% | 1092 |
|
|
2016
Q2 | $21K | Hold |
174
| – | – | 0.01% | 286 |
|
|
2016
Q1 | $21K | Buy |
174
+169
| +3,380% | +$20.4K | 0.01% | 282 |
|
|
2015
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 496 |
|
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 503 |
|
|
2015
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 507 |
|
|
2014
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 519 |
|
|
2014
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2014
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 484 |
|
|
2014
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 455 |
|
|
2013
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 416 |
|
|
2013
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 402 |
|