KMS Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$594K Sell
2014
Q2
$793K Sell
2014
Q1
$807K Sell
2013
Q4
$863K Buy
2013
Q3
$854K Sell
2013
Q2
$1.01M Buy