MAP
Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $651K | Hold |
6,385
| – | – | 0.54% | 35 |
|
|
2023
Q2 | $690K | Hold |
6,385
| – | – | 0.63% | 32 |
|
|
2023
Q1 | $700K | Hold |
6,385
| – | – | 0.65% | 32 |
|
|
2022
Q4 | $673K | Hold |
6,385
| – | – | 0.5% | 30 |
|
|
2022
Q3 | $654K | Hold |
6,385
| – | – | 0.49% | 33 |
|
|
2022
Q2 | $710K | Hold |
6,385
| – | – | 0.58% | 32 |
|
|
2022
Q1 | $772K | Hold |
6,385
| – | – | 0.42% | 39 |
|
|
2021
Q4 | $846K | Hold |
6,385
| – | – | 0.43% | 37 |
|
|
2021
Q3 | $849K | Buy |
6,385
+2,248
| +54% | +$299K | 0.5% | 34 |
|
|
2021
Q2 | $556K | Sell |
4,137
-319
| -7% | -$42.9K | 0.29% | 46 |
|
|
2021
Q1 | $580K | Hold |
4,456
| – | – | 0.31% | 36 |
|
|
2020
Q4 | $616K | Hold |
4,456
| – | – | 0.35% | 37 |
|
|
2020
Q3 | $600K | Hold |
4,456
| – | – | 0.37% | 28 |
|
|
2020
Q2 | $599K | Hold |
4,456
| – | – | 0.35% | 29 |
|
|
2020
Q1 | $550K | Sell |
4,456
-4,000
| -47% | -$494K | 0.38% | 22 |
|
|
2019
Q4 | $1.08M | Buy |
8,456
+410
| +5% | +$52.5K | 0.57% | 25 |
|
|
2019
Q3 | $1.03M | Hold |
8,046
| – | – | 0.58% | 23 |
|
|
2019
Q2 | $1M | Buy |
8,046
+1,680
| +26% | +$209K | 0.61% | 23 |
|
|
2019
Q1 | $758K | Hold |
6,366
| – | – | 0.49% | 26 |
|
|
2018
Q4 | $716K | Hold |
6,366
| – | – | 0.62% | 23 |
|
|
2018
Q3 | $732K | Hold |
6,366
| – | – | 0.52% | 29 |
|
|
2018
Q2 | $729K | Hold |
6,366
| – | – | 0.54% | 28 |
|
|
2018
Q1 | $747K | Hold |
6,366
| – | – | 0.56% | 26 |
|
|
2017
Q4 | $774K | Buy |
+6,366
| New | +$774K | 0.58% | 26 |
|