UBP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $620K | Hold |
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|
2021
Q3 | $630K | Hold |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $610K | Hold |
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|
2020
Q4 | $649K | Hold |
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|
2020
Q3 | $633K | Hold |
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|
2020
Q2 | $632K | Hold |
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|
2020
Q1 | $580K | Hold |
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|
2019
Q4 | $601K | Hold |
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|
2019
Q3 | $599K | Buy |
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