Novare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,602
| Closed | -$215K | – | 155 |
|
|
2021
Q2 | $215K | Buy |
+1,602
| New | +$215K | 0.02% | 152 |
|
|
2018
Q2 | – | Sell |
-3,971
| Closed | -$466K | – | 151 |
|
|
2018
Q1 | $466K | Sell |
3,971
-140
| -3% | -$16.4K | 0.08% | 125 |
|
|
2017
Q4 | $500K | Buy |
4,111
+3,218
| +360% | +$391K | 0.09% | 122 |
|
|
2017
Q3 | $108K | Buy |
+893
| New | +$108K | 0.02% | 152 |
|