TA
Tiedemann Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-66,800
| Closed | -$9M | – | 340 |
|
|
2020
Q3 | $9M | Hold |
66,800
| – | – | 0.43% | 38 |
|
|
2020
Q2 | $8.99M | Hold |
66,800
| – | – | 0.48% | 35 |
|
|
2020
Q1 | $8.25M | Buy |
+66,800
| New | +$8.25M | 0.53% | 34 |
|
|
2018
Q1 | – | Sell |
-2,868
| Closed | -$349K | – | 268 |
|
|
2017
Q4 | $349K | Buy |
+2,868
| New | +$349K | 0.03% | 177 |
|
|
2017
Q3 | – | Sell |
-2,632
| Closed | -$317K | – | 411 |
|
|
2017
Q2 | $317K | Buy |
+2,632
| New | +$317K | 0.02% | 357 |
|