Simplicity Solutions’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
Q4 | $355K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $356K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28.9M | Sell |
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|
2020
Q3 | $34M | Buy |
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|
2020
Q2 | $32M | Buy |
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|
2020
Q1 | $18.8M | Buy |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $7.65M | Buy |
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|
2018
Q2 | $249K | Buy |
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|
2018
Q1 | $215K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $440K | Buy |
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