MA Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $643K | Sell |
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2022
Q3 | $648K | Sell |
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2022
Q2 | $787K | Sell |
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|
2022
Q1 | $4.38M | Sell |
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|
2021
Q4 | $5.78M | Sell |
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|
2021
Q3 | $7.2M | Buy |
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|
2021
Q2 | $5.87M | Buy |
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|
2021
Q1 | $5.64M | Sell |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $12.6M | Buy |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $9.69M | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $11M | Sell |
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|
2019
Q2 | $17M | Sell |
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|
2019
Q1 | $18.5M | Buy |
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|
2018
Q4 | $17.4M | Buy |
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