Sunesis Advisors’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
Q4 | – | Sell |
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|
2024
Q3 | $2.22M | Hold |
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2024
Q2 | $2.11M | Hold |
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2024
Q1 | $2.14M | Hold |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $3.63M | Buy |
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2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $4.31M | Hold |
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|
2022
Q3 | $4.19M | Sell |
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|
2022
Q2 | $4.6M | Buy |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $5.44M | Hold |
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|
2021
Q3 | $5.46M | Hold |
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|
2021
Q2 | $5.51M | Hold |
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|
2021
Q1 | $5.34M | Hold |
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|
2020
Q4 | $5.67M | Hold |
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|
2020
Q3 | $5.53M | Hold |
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|
2020
Q2 | $5.52M | Hold |
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|
2020
Q1 | $5.07M | Buy |
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|
2019
Q4 | $5.25M | Sell |
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|
2019
Q3 | $5.25M | Buy |
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|
2019
Q2 | $5.12M | Hold |
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|
2019
Q1 | $4.9M | Hold |
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|
2018
Q4 | $4.64M | Hold |
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|
2018
Q3 | $4.73M | Hold |
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|
2018
Q2 | $4.71M | Buy |
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