Meitav Investment House’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-48,536
| Closed | -$5.37M | – | 305 |
|
2023
Q4 | $5.37M | Buy |
+48,536
| New | +$5.37M | 0.08% | 113 |
|
2023
Q3 | – | Sell |
-1,222
| Closed | -$132K | – | 450 |
|
2023
Q2 | $132K | Buy |
+1,222
| New | +$132K | ﹤0.01% | 372 |
|
2022
Q2 | – | Sell |
-2,156
| Closed | -$260K | – | 367 |
|
2022
Q1 | $260K | Hold |
2,156
| – | – | ﹤0.01% | 352 |
|
2021
Q4 | $285K | Sell |
2,156
-462
| -18% | -$61.1K | ﹤0.01% | 349 |
|
2021
Q3 | $348K | Sell |
2,618
-7,128
| -73% | -$947K | 0.01% | 337 |
|
2021
Q2 | $1.31M | Buy |
9,746
+6,268
| +180% | +$841K | 0.03% | 216 |
|
2021
Q1 | $451 | Buy |
3,478
+603
| +21% | +$78 | 0.01% | 280 |
|
2020
Q4 | $397K | Sell |
2,875
-6,142
| -68% | -$848K | 0.02% | 308 |
|
2020
Q3 | $1.22M | Sell |
9,017
-7,103
| -44% | -$957K | 0.06% | 141 |
|
2020
Q2 | $2.16M | Buy |
+16,120
| New | +$2.16M | 0.13% | 93 |
|
2018
Q4 | – | Sell |
-33,707
| Closed | -$3.87M | – | 408 |
|
2018
Q3 | $3.87M | Buy |
33,707
+31
| +0.1% | +$3.56K | 0.19% | 75 |
|
2018
Q2 | $3.93M | Buy |
33,676
+269
| +0.8% | +$31.4K | 0.18% | 86 |
|
2018
Q1 | $3.9M | Buy |
+33,407
| New | +$3.9M | 0.2% | 72 |
|