Traphagen Investment 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
Q1 | – | Sell |
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|
2023
Q4 | $649K | Sell |
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2023
Q3 | $804K | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.15M | Buy |
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|
2022
Q1 | $3.36M | Buy |
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|
2021
Q4 | $3.55M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $5.89M | Sell |
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|
2020
Q2 | $7.84M | Buy |
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|
2020
Q1 | $6.93M | Sell |
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|
2019
Q4 | $11.2M | Sell |
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|
2019
Q3 | $11.2M | Sell |
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|
2019
Q2 | $11.7M | Buy |
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|
2019
Q1 | $10.9M | Buy |
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