MU Investments Company’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 |
-7,110
| Closed | -$813K | – | 187 |
|
|
2015
Q4 | $813K | Buy |
+7,110
| New | +$813K | 0.48% | 33 |
|
|
2015
Q3 | – | Sell |
-7,172
| Closed | -$832K | – | 284 |
|
|
2015
Q2 | $832K | Buy |
7,172
+2,918
| +69% | +$339K | 0.4% | 46 |
|
|
2015
Q1 | $517K | Buy |
+4,254
| New | +$517K | 0.24% | 78 |
|
|
2014
Q4 | – | Sell |
-4,009
| Closed | -$473K | – | 320 |
|
|
2014
Q3 | $473K | Buy |
4,009
+627
| +19% | +$74K | 0.23% | 79 |
|
|
2014
Q2 | $404K | Buy |
+3,382
| New | +$404K | 0.19% | 107 |
|