SHGA
Sand Hill Global Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,307
| Closed | -$408K | – | 128 |
|
|
2020
Q1 | $408K | Buy |
+3,307
| New | +$408K | 0.04% | 92 |
|
|
2018
Q4 | – | Sell |
-90,198
| Closed | -$10.4M | – | 106 |
|
|
2018
Q3 | $10.4M | Buy |
90,198
+78
| +0.1% | +$8.96K | 0.99% | 19 |
|
|
2018
Q2 | $10.3M | Buy |
90,120
+85,648
| +1,915% | +$9.81M | 1.02% | 18 |
|
|
2018
Q1 | $525K | Sell |
4,472
-80,898
| -95% | -$9.5M | 0.51% | 42 |
|
|
2017
Q4 | $10.4M | Buy |
85,370
+2,903
| +4% | +$353K | 1.03% | 18 |
|
|
2017
Q3 | $10M | Buy |
82,467
+1,038
| +1% | +$126K | 1.07% | 17 |
|
|
2017
Q2 | $9.81M | Buy |
+81,429
| New | +$9.81M | 1.12% | 18 |
|