Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $722K | Sell |
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2023
Q2 | $898K | Sell |
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2023
Q1 | $971K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.4M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $3.03M | Buy |
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|
2020
Q2 | $2.4M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $924K | Buy |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $909K | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $2.01M | Sell |
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|
2017
Q2 | $2.01M | Buy |
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|
2017
Q1 | $1.94M | Sell |
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|
2016
Q4 | $1.93M | Buy |
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|
2016
Q3 | $2.03M | Sell |
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|
2016
Q2 | $2.11M | Sell |
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|
2016
Q1 | $2.06M | Buy |
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