TrueWealth LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $553K | Hold |
4,109
| – | – | 0.23% | 66 |
|
|
2020
Q1 | $508K | Sell |
4,109
-156
| -4% | -$19.3K | 0.25% | 65 |
|
|
2019
Q4 | $546K | Hold |
4,265
| – | – | 0.22% | 71 |
|
|
2019
Q3 | $544K | Hold |
4,265
| – | – | 0.23% | 68 |
|
|
2019
Q2 | $530K | Hold |
4,265
| – | – | 0.24% | 69 |
|
|
2019
Q1 | $508K | Hold |
4,265
| – | – | 0.24% | 67 |
|
|
2018
Q4 | $481K | Sell |
4,265
-112
| -3% | -$12.6K | 0.24% | 64 |
|
|
2018
Q3 | $503K | Sell |
4,377
-69
| -2% | -$7.93K | 0.23% | 66 |
|
|
2018
Q2 | $509K | Sell |
4,446
-206
| -4% | -$23.6K | 0.24% | 65 |
|
|
2018
Q1 | $546K | Buy |
4,652
+172
| +4% | +$20.2K | 0.28% | 56 |
|
|
2017
Q4 | $545K | Buy |
+4,480
| New | +$545K | 0.26% | 63 |
|