Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.29M | Buy |
+22,427
| New | +$2.29M | 0.02% | 448 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$2K | – | 266 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 359 |
|
|
2017
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 395 |
|
|
2014
Q2 | – | Sell |
-42
| Closed | -$5K | – | 165 |
|
|
2014
Q1 | $5K | Hold |
42
| – | – | 0.01% | 124 |
|
|
2013
Q4 | $5K | Hold |
42
| – | – | 0.01% | 158 |
|
|
2013
Q3 | $5K | Hold |
42
| – | – | 0.02% | 217 |
|
|
2013
Q2 | $5K | Buy |
+42
| New | +$5K | 0.01% | 280 |
|