New Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $34K | Sell |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $194K | Sell |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $198K | Buy |
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|
2018
Q3 | $200K | Buy |
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|
2018
Q2 | $197K | Sell |
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|
2018
Q1 | $248K | Buy |
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|
2017
Q4 | $256K | Buy |
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|
2017
Q3 | $252K | Buy |
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|
2017
Q2 | $242K | Hold |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | $239K | Buy |
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