Rice Partnership’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
Q4 | – | Sell |
-435
| Closed | -$44.4K | – | 130 |
|
|
2023
Q3 | $44.4K | Buy |
+435
| New | +$44.4K | 0.01% | 111 |
|
|
2022
Q1 | – | Sell |
-48
| Closed | -$6K | – | 145 |
|
|
2021
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 138 |
|
|
2019
Q4 | – | Sell |
-309
| Closed | -$39K | – | 115 |
|
|
2019
Q3 | $39K | Buy |
+309
| New | +$39K | 0.02% | 86 |
|