Sunflower Bank Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.76M | Buy |
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2020
Q2 | $3.62M | Buy |
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2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $481K | Sell |
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|
2019
Q1 | $466K | Sell |
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|
2018
Q4 | $461K | Hold |
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|
2018
Q3 | $470K | Hold |
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|
2018
Q2 | $468K | Sell |
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|
2018
Q1 | $512K | Sell |
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|
2017
Q4 | $545K | Hold |
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|
2017
Q3 | $544K | Hold |
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|
2017
Q2 | $540K | Buy |
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|
2017
Q1 | $435K | Sell |
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|
2016
Q4 | $457K | Sell |
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|
2016
Q3 | $536K | Sell |
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|
2016
Q2 | $604K | Hold |
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|
2016
Q1 | $585K | Sell |
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|
2015
Q4 | $792K | Sell |
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|
2015
Q3 | $830K | Sell |
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|
2015
Q2 | $5.15M | Sell |
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|
2015
Q1 | $5.65M | Sell |
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|
2014
Q4 | $5.54M | Buy |
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|
2014
Q3 | $3.19M | Sell |
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|
2014
Q2 | $3.29M | Sell |
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|
2014
Q1 | $3.33M | Buy |
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|
2013
Q4 | $3.24M | Sell |
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|
2013
Q3 | $6.01M | Sell |
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|
2013
Q2 | $8.63M | Buy |
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