Vontobel Swiss Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $427K | Buy |
3,199
+366
| +13% | +$48.9K | 0.22% | 57 |
|
|
2021
Q1 | $368K | Sell |
2,833
-30
| -1% | -$3.9K | 0.21% | 59 |
|
|
2020
Q4 | $395K | Buy |
2,863
+352
| +14% | +$48.6K | 0.22% | 49 |
|
|
2020
Q3 | $338K | Buy |
2,511
+360
| +17% | +$48.5K | 0.24% | 48 |
|
|
2020
Q2 | $289K | Sell |
2,151
-2,865
| -57% | -$385K | 0.19% | 64 |
|
|
2020
Q1 | $620K | Sell |
5,016
-1,540
| -23% | -$190K | 0.47% | 47 |
|
|
2019
Q4 | $839K | Sell |
6,556
-10,250
| -61% | -$1.31M | 0.55% | 47 |
|
|
2019
Q3 | $2.14M | Sell |
16,806
-4,500
| -21% | -$574K | 1.38% | 29 |
|
|
2019
Q2 | $2.65M | Buy |
+21,306
| New | +$2.65M | 1.42% | 29 |
|