LA
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Legacy Advisors’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
2020
Q2
Sell
-2,000
Closed -$247K 106
2020
Q1
$247K Sell
2,000
-104
-5% -$12.8K 0.25% 78
2019
Q4
$269K Sell
2,104
-76
-3% -$9.72K 0.17% 110
2019
Q3
$278K Buy
2,180
+104
+5% +$13.3K 0.21% 88
2019
Q2
$258K Sell
2,076
-2,076
-50% -$258K 0.17% 95
2019
Q1
$494K Buy
4,152
+2,029
+96% +$241K 0.16% 107
2018
Q4
$240K Buy
2,123
+123
+6% +$13.9K 0.18% 101
2018
Q3
$230K Hold
2,000
0.11% 127
2018
Q2
$229K Hold
2,000
0.17% 86
2018
Q1
$234K Hold
2,000
0.17% 75
2017
Q4
$243K Hold
2,000
0.24% 50
2017
Q3
$242K Hold
2,000
0.27% 45
2017
Q2
$241K Hold
2,000
0.31% 38
2017
Q1
$235K Hold
2,000
0.32% 36
2016
Q4
$234K Buy
+2,000
New +$234K 0.32% 37