Milestone Advisory Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $700K | Hold |
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|
2022
Q4 | $673K | Hold |
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|
2022
Q3 | $654K | Hold |
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|
2022
Q2 | $710K | Hold |
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|
2022
Q1 | $772K | Hold |
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|
2021
Q4 | $846K | Hold |
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|
2021
Q3 | $849K | Buy |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $580K | Hold |
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|
2020
Q4 | $616K | Hold |
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|
2020
Q3 | $600K | Hold |
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|
2020
Q2 | $599K | Hold |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $1.03M | Hold |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $758K | Hold |
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|
2018
Q4 | $716K | Hold |
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|
2018
Q3 | $732K | Hold |
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|
2018
Q2 | $729K | Hold |
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|
2018
Q1 | $747K | Hold |
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|
2017
Q4 | $774K | Buy |
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