SIG
Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,294
| Closed | -$269K | – | 167 |
|
|
2016
Q4 | $269K | Hold |
2,294
| – | – | 0.13% | 43 |
|
|
2016
Q3 | $283K | Buy |
2,294
+241
| +12% | +$29.7K | 0.13% | 44 |
|
|
2016
Q2 | $252K | Hold |
2,053
| – | – | 0.13% | 46 |
|
|
2016
Q1 | $244K | Buy |
2,053
+400
| +24% | +$47.5K | 0.14% | 47 |
|
|
2015
Q4 | $188K | Buy |
1,653
+1,103
| +201% | +$125K | 0.1% | 57 |
|
|
2015
Q3 | $64K | Hold |
550
| – | – | 0.05% | 105 |
|
|
2015
Q2 | $64K | Hold |
550
| – | – | 0.05% | 114 |
|
|
2015
Q1 | $67K | Hold |
550
| – | – | 0.05% | 112 |
|
|
2014
Q4 | $66K | Buy |
+550
| New | +$66K | 0.06% | 119 |
|