Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.95M | Hold |
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2023
Q2 | $2.07M | Sell |
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2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $23K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $259K | Hold |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Buy |
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