TPP
Triangle Peak Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.26M | Sell |
28,117
-2,573
| -8% | -$299K | 5.9% | 4 |
|
|
2015
Q2 | $3.55M | Sell |
30,690
-19,048
| -38% | -$2.2M | 5.56% | 6 |
|
|
2015
Q1 | $6.05M | Buy |
49,738
+19,558
| +65% | +$2.38M | 9.2% | 3 |
|
|
2014
Q4 | $3.6M | Buy |
30,180
+2,862
| +10% | +$342K | 5.12% | 5 |
|
|
2014
Q3 | $3.23M | Sell |
27,318
-6,369
| -19% | -$753K | 3.29% | 7 |
|
|
2014
Q2 | $4.02M | Buy |
33,687
+21,183
| +169% | +$2.53M | 3.61% | 6 |
|
|
2014
Q1 | $1.46M | Sell |
12,504
-10,148
| -45% | -$1.19M | 1.32% | 15 |
|
|
2013
Q4 | $2.59M | Buy |
+22,652
| New | +$2.59M | 2.46% | 12 |
|