TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $553K | Hold |
|
|||||
|
2020
Q1 | $508K | Sell |
|
|||||
|
2019
Q4 | $546K | Hold |
|
|||||
|
2019
Q3 | $544K | Hold |
|
|||||
|
2019
Q2 | $530K | Hold |
|
|||||
|
2019
Q1 | $508K | Hold |
|
|||||
|
2018
Q4 | $481K | Sell |
|
|||||
|
2018
Q3 | $503K | Sell |
|
|||||
|
2018
Q2 | $509K | Sell |
|
|||||
|
2018
Q1 | $546K | Buy |
|
|||||
|
2017
Q4 | $545K | Buy |
|