LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14M | Buy |
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2020
Q2 | $13.4M | Buy |
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2020
Q1 | $6.21M | Sell |
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|
2019
Q4 | $6.87M | Sell |
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|
2019
Q3 | $7.46M | Sell |
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|
2019
Q2 | $8.94M | Buy |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $4.27M | Buy |
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|
2018
Q3 | $4.3M | Buy |
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|
2018
Q2 | $4.06M | Buy |
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|
2018
Q1 | $3.74M | Buy |
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|
2017
Q4 | $3.77M | Hold |
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|
2017
Q3 | $3.77M | Buy |
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|
2017
Q2 | $3.25M | Buy |
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|
2017
Q1 | $3.09M | Buy |
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|
2016
Q4 | $2.65M | Buy |
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|
2016
Q3 | $2.49M | Buy |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $2.12M | Sell |
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|
2015
Q4 | $5.4M | Sell |
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|
2015
Q3 | $5.56M | Buy |
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|
2015
Q2 | $4.21M | Sell |
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|
2015
Q1 | $7.15M | Buy |
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|
2014
Q4 | $6.94M | Buy |
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|
2014
Q3 | $6.48M | Buy |
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|
2014
Q2 | $6.36M | Buy |
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|
2014
Q1 | $5.95M | Buy |
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|
2013
Q4 | $4.79M | Buy |
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|
2013
Q3 | $630K | Sell |
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|
2013
Q2 | $658K | Buy |
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