SBSB
Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $243K | Hold |
1,868
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $258K | Buy |
1,868
+1
| +0.1% | +$138 | 0.01% | 245 |
|
|
2020
Q3 | $251K | Buy |
1,867
+1
| +0.1% | +$134 | 0.01% | 223 |
|
|
2020
Q2 | $251K | Buy |
1,866
+1
| +0.1% | +$135 | 0.02% | 204 |
|
|
2020
Q1 | $230K | Sell |
1,865
-127
| -6% | -$15.7K | 0.02% | 193 |
|
|
2019
Q4 | $255K | Hold |
1,992
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $254K | Hold |
1,992
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $248K | Hold |
1,992
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $237K | Hold |
1,992
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $225K | Buy |
+1,992
| New | +$225K | 0.02% | 177 |
|