KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $594K | Sell |
5,023
-1,629
| -24% | -$193K | 0.08% | 227 |
|
|
2014
Q2 | $793K | Sell |
6,652
-251
| -4% | -$29.9K | 0.11% | 190 |
|
|
2014
Q1 | $807K | Sell |
6,903
-652
| -9% | -$76.2K | 0.13% | 182 |
|
|
2013
Q4 | $863K | Buy |
7,555
+33
| +0.4% | +$3.77K | 0.15% | 161 |
|
|
2013
Q3 | $854K | Sell |
7,522
-1,384
| -16% | -$157K | 0.21% | 118 |
|
|
2013
Q2 | $1.01M | Buy |
+8,906
| New | +$1.01M | 0.28% | 90 |
|