Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15.8K | Sell |
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2022
Q3 | $42K | Sell |
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2022
Q2 | $48K | Sell |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $77K | Sell |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $111K | Buy |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $37K | Sell |
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|
2018
Q1 | $71K | Sell |
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|
2017
Q4 | $148K | Sell |
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|
2017
Q3 | $302K | Sell |
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|
2017
Q2 | $805K | Sell |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $971K | Sell |
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|
2016
Q1 | $1.15M | Buy |
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|
2015
Q4 | $946K | Buy |
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|
2015
Q3 | $419K | Buy |
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|
2015
Q2 | $204K | Buy |
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|
2015
Q1 | $183K | Sell |
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|
2014
Q4 | $237K | Buy |
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|
2014
Q3 | $112K | Buy |
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|
2014
Q2 | $106K | Hold |
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|
2014
Q1 | $104K | Sell |
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|
2013
Q4 | $147K | Sell |
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|
2013
Q3 | $704K | Buy |
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|
2013
Q2 | $691K | Buy |
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