Summit Trail Advisors’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
2019
Q4
Sell
-3,810
Closed -$486K 98
2019
Q3
$486K Buy
+3,810
New +$486K 0.17% 47
2018
Q1
Sell
-10
Closed -$1K 1140
2017
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1821