MWR
McAdams Wright Ragen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.64M | Buy |
13,862
+200
| +1% | +$23.6K | 0.09% | 160 |
|
|
2014
Q2 | $1.63M | Buy |
13,662
+2,866
| +27% | +$342K | 0.09% | 161 |
|
|
2014
Q1 | $1.26M | Sell |
10,796
-99
| -0.9% | -$11.6K | 0.08% | 167 |
|
|
2013
Q4 | $1.24M | Sell |
10,895
-6,975
| -39% | -$796K | 0.08% | 169 |
|
|
2013
Q3 | $2.03M | Sell |
17,870
-689
| -4% | -$78.2K | 0.16% | 117 |
|
|
2013
Q2 | $2.11M | Buy |
+18,559
| New | +$2.11M | 0.17% | 121 |
|