Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6M | Buy |
45,105
+813
| +2% | +$108K | 0.4% | 51 |
|
|
2021
Q2 | $5.95M | Sell |
44,292
-11,138
| -20% | -$1.5M | 0.4% | 51 |
|
|
2021
Q1 | $7.21M | Sell |
55,430
-33,383
| -38% | -$4.34M | 0.53% | 37 |
|
|
2020
Q4 | $12.3M | Sell |
88,813
-50,672
| -36% | -$7M | 0.94% | 19 |
|
|
2020
Q3 | $18.9M | Buy |
139,485
+9,208
| +7% | +$1.24M | 1.65% | 11 |
|
|
2020
Q2 | $17.5M | Buy |
130,277
+93,299
| +252% | +$12.5M | 1.69% | 12 |
|
|
2020
Q1 | $4.57M | Buy |
36,978
+2,164
| +6% | +$267K | 0.52% | 40 |
|
|
2019
Q4 | $4.46M | Sell |
34,814
-2,931
| -8% | -$375K | 0.42% | 51 |
|
|
2019
Q3 | $4.81M | Buy |
37,745
+6,819
| +22% | +$869K | 0.51% | 36 |
|
|
2019
Q2 | $3.85M | Buy |
30,926
+6,553
| +27% | +$815K | 0.4% | 55 |
|
|
2019
Q1 | $2.9M | Buy |
24,373
+4,214
| +21% | +$502K | 0.32% | 64 |
|
|
2018
Q4 | $2.27M | Buy |
+20,159
| New | +$2.27M | 0.28% | 75 |
|