Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $53K | Hold |
|
|||||
|
2017
Q3 | $53K | Hold |
|
|||||
|
2017
Q2 | $53K | Sell |
|
|||||
|
2017
Q1 | $56K | Hold |
|
|||||
|
2016
Q4 | $56K | Sell |
|
|||||
|
2016
Q3 | $62K | Hold |
|
|||||
|
2016
Q2 | $62K | Hold |
|
|||||
|
2016
Q1 | $60K | Hold |
|
|||||
|
2015
Q4 | $58K | Hold |
|
|||||
|
2015
Q3 | $59K | Hold |
|
|||||
|
2015
Q2 | $59K | Hold |
|
|||||
|
2015
Q1 | $62K | Hold |
|
|||||
|
2014
Q4 | $60K | Hold |
|
|||||
|
2014
Q3 | $60K | Sell |
|
|||||
|
2014
Q2 | $1.2M | Buy |
|
|||||
|
2014
Q1 | $66K | Hold |
|
|||||
|
2013
Q4 | $65K | Sell |
|
|||||
|
2013
Q3 | $1.91M | Sell |
|
|||||
|
2013
Q2 | $3.61M | Buy |
|