Madden Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,687
| Closed | -$325K | – | 82 |
|
|
2022
Q1 | $325K | Buy |
2,687
+398
| +17% | +$48.1K | 0.22% | 60 |
|
|
2021
Q4 | $303K | Buy |
+2,289
| New | +$303K | 0.2% | 62 |
|
|
2018
Q3 | – | Sell |
-7,351
| Closed | -$842K | – | 78 |
|
|
2018
Q2 | $842K | Sell |
7,351
-491
| -6% | -$56.2K | 0.53% | 46 |
|
|
2018
Q1 | $920K | Buy |
7,842
+988
| +14% | +$116K | 0.56% | 44 |
|
|
2017
Q4 | $833K | Buy |
6,854
+2,687
| +64% | +$327K | 0.5% | 49 |
|
|
2017
Q3 | $505K | Buy |
4,167
+285
| +7% | +$34.5K | 0.32% | 68 |
|
|
2017
Q2 | $467K | Buy |
3,882
+1,054
| +37% | +$127K | 0.31% | 68 |
|
|
2017
Q1 | $333K | Buy |
2,828
+1,098
| +63% | +$129K | 0.21% | 73 |
|
|
2016
Q4 | $202K | Buy |
+1,730
| New | +$202K | 0.14% | 81 |
|
|
2014
Q2 | – | Sell |
-39
| Closed | -$5K | – | 380 |
|
|
2014
Q1 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 301 |
|