Next Financial Group’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
Q4 | $3.41M | Sell |
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2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $4.48M | Sell |
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|
2021
Q1 | $6.99M | Buy |
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|
2020
Q4 | $7.41M | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $8.97M | Buy |
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|
2019
Q4 | $3.92M | Buy |
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|
2019
Q3 | $3.22M | Buy |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $2.02M | Buy |
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|
2018
Q3 | $183K | Sell |
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|
2018
Q2 | $558K | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $809K | Buy |
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|
2017
Q3 | $761K | Sell |
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|
2017
Q2 | $867K | Buy |
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|
2017
Q1 | $762K | Sell |
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|
2016
Q4 | $5.29M | Sell |
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|
2016
Q3 | $8.52M | Buy |
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|
2016
Q2 | $5.92M | Sell |
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|
2016
Q1 | $5.82M | Buy |
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|
2015
Q4 | $2.99M | Sell |
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|
2015
Q3 | $3.12M | Buy |
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|
2015
Q2 | $2.95M | Buy |
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|
2015
Q1 | $2.88M | Buy |
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|
2014
Q4 | $2.59M | Sell |
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|
2014
Q3 | $10.7M | Buy |
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|
2014
Q2 | $26K | Buy |
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