Summit Securities Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $256K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10.2M | Buy |
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|
2019
Q2 | $3.73M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $776K | Hold |
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|
2017
Q2 | $771K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $7.71M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.3M | Buy |
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