LWM
LBA Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $14K | Hold |
118
| – | – | 0.01% | 301 |
|
|
2016
Q4 | $14K | Sell |
118
-800
| -87% | -$94.9K | 0.01% | 290 |
|
|
2016
Q3 | $113K | Sell |
918
-275
| -23% | -$33.9K | 0.06% | 145 |
|
|
2016
Q2 | $146K | Sell |
1,193
-115
| -9% | -$14.1K | 0.08% | 121 |
|
|
2016
Q1 | $155K | Buy |
1,308
+1,240
| +1,824% | +$147K | 0.09% | 115 |
|
|
2015
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 308 |
|
|
2015
Q3 | $8K | Hold |
68
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $8K | Hold |
68
| – | – | 0.01% | 255 |
|
|
2015
Q1 | $8K | Hold |
68
| – | – | 0.01% | 244 |
|
|
2014
Q4 | $8K | Hold |
68
| – | – | 0.01% | 238 |
|
|
2014
Q3 | $8K | Hold |
68
| – | – | 0.01% | 294 |
|
|
2014
Q2 | $8K | Hold |
68
| – | – | 0.01% | 214 |
|
|
2014
Q1 | $8K | Buy |
+68
| New | +$8K | 0.01% | 210 |
|