Stockman Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-2,035
Closed -$232K 75
2015
Q4
$232K Sell
2,035
-699
-26% -$79.7K 0.19% 74
2015
Q3
$317K Buy
+2,734
New +$317K 0.27% 65