McNamara Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,340
| Closed | -$722K | – | 65 |
|
|
2015
Q4 | $722K | Buy |
6,340
+4,425
| +231% | +$504K | 0.71% | 47 |
|
|
2015
Q3 | $222K | Hold |
1,915
| – | – | 0.23% | 57 |
|
|
2015
Q2 | $222K | Hold |
1,915
| – | – | 0.21% | 61 |
|
|
2015
Q1 | $233K | Hold |
1,915
| – | – | 0.21% | 64 |
|
|
2014
Q4 | $229K | Buy |
+1,915
| New | +$229K | 0.21% | 67 |
|