SHA
Smith Hayes Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.56M | Buy |
38,389
+144
| +0.4% | +$17.1K | 0.93% | 28 |
|
|
2015
Q4 | $4.36M | Sell |
38,245
-4,502
| -11% | -$513K | 0.92% | 29 |
|
|
2015
Q3 | $4.96M | Sell |
42,747
-1,076
| -2% | -$125K | 1.08% | 18 |
|
|
2015
Q2 | $5.07M | Buy |
43,823
+2,415
| +6% | +$279K | 1% | 17 |
|
|
2015
Q1 | $5.04M | Buy |
41,408
+3,825
| +10% | +$466K | 1% | 16 |
|
|
2014
Q4 | $4.49M | Buy |
37,583
+7,466
| +25% | +$892K | 0.94% | 21 |
|
|
2014
Q3 | $3.56M | Buy |
30,117
+257
| +0.9% | +$30.4K | 0.83% | 28 |
|
|
2014
Q2 | $3.56M | Buy |
29,860
+939
| +3% | +$112K | 0.83% | 27 |
|
|
2014
Q1 | $3.38M | Buy |
+28,921
| New | +$3.38M | 0.84% | 29 |
|