KCS Wealth Advisory’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
2019
Q4
Sell
-66
Closed -$8.41K 294
2019
Q3
$8.41K Buy
+66
New +$8.41K 0.01% 365
2018
Q4
Sell
-9,115
Closed -$1.05M 156
2018
Q3
$1.05M Buy
9,115
+6,864
+305% +$789K 0.97% 26
2018
Q2
$258K Buy
+2,251
New +$258K 0.24% 134