River Wealth 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 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $67K | Sell |
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|
2018
Q2 | $84K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $271K | Sell |
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|
2015
Q1 | $386K | Buy |
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