Neuburgh Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $1.32M | Hold |
10,336
| – | – | 0.04% | 283 |
|
2019
Q2 | $1.29M | Hold |
10,336
| – | – | 0.04% | 292 |
|
2019
Q1 | $1.23M | Hold |
10,336
| – | – | 0.04% | 264 |
|
2018
Q4 | $1.17M | Sell |
10,336
-1,054
| -9% | -$119K | 0.05% | 245 |
|
2018
Q3 | $1.31M | Hold |
11,390
| – | – | 0.04% | 249 |
|
2018
Q2 | $1.31M | Sell |
11,390
-2,482
| -18% | -$284K | 0.04% | 255 |
|
2018
Q1 | $1.63M | Hold |
13,872
| – | – | 0.06% | 213 |
|
2017
Q4 | $1.69M | Sell |
13,872
-11,560
| -45% | -$1.41M | 0.06% | 211 |
|
2017
Q3 | $3.08M | Hold |
25,432
| – | – | 0.11% | 153 |
|
2017
Q2 | $3.07M | Hold |
25,432
| – | – | 0.12% | 155 |
|
2017
Q1 | $3M | Hold |
25,432
| – | – | 0.12% | 154 |
|
2016
Q4 | $2.98M | Buy |
+25,432
| New | +$2.98M | 0.13% | 136 |
|