LCM
Liberty Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,305
| Closed | -$570K | – | 144 |
|
|
2021
Q4 | $570K | Sell |
4,305
-6,885
| -62% | -$912K | 0.15% | 96 |
|
|
2021
Q3 | $1.49M | Hold |
11,190
| – | – | 0.44% | 60 |
|
|
2021
Q2 | $1.5M | Buy |
11,190
+181
| +2% | +$24.3K | 0.46% | 61 |
|
|
2021
Q1 | $1.43M | Hold |
11,009
| – | – | 0.49% | 59 |
|
|
2020
Q4 | $1.52M | Buy |
+11,009
| New | +$1.52M | 0.55% | 53 |
|
|
2020
Q2 | $850K | Buy |
+6,320
| New | +$850K | 0.37% | 61 |
|
|
2018
Q1 | – | Sell |
-249
| Closed | -$30K | – | 179 |
|
|
2017
Q4 | $30K | Hold |
249
| – | – | 0.02% | 201 |
|
|
2017
Q3 | $30K | Hold |
249
| – | – | 0.02% | 208 |
|
|
2017
Q2 | $30K | Hold |
249
| – | – | 0.02% | 196 |
|
|
2017
Q1 | $29K | Hold |
249
| – | – | 0.02% | 187 |
|
|
2016
Q4 | $29K | Sell |
249
-333
| -57% | -$38.8K | 0.02% | 182 |
|
|
2016
Q3 | $71K | Buy |
+582
| New | +$71K | 0.05% | 142 |
|