Reilly Financial Advisors’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 | $12.7M | Buy |
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2021
Q3 | $9.29M | Buy |
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2021
Q2 | $9.31M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $4.04M | Buy |
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|
2020
Q3 | $2.91M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $24K | Buy |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $16K | Buy |
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|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $39K | Hold |
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|
2016
Q1 | $38K | Hold |
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|
2015
Q4 | $36K | Sell |
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|
2015
Q3 | $70K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $157K | Buy |
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