Washburn Capital Management’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
Q1 | – | Sell |
-36,027
| Closed | -$4.98M | – | 57 |
|
|
2020
Q4 | $4.98M | Buy |
36,027
+5,105
| +17% | +$705K | 3.46% | 6 |
|
|
2020
Q3 | $4.17M | Buy |
30,922
+13,108
| +74% | +$1.77M | 3.29% | 7 |
|
|
2020
Q2 | $2.4M | Buy |
17,814
+1,968
| +12% | +$265K | 2.21% | 11 |
|
|
2020
Q1 | $1.96M | Buy |
15,846
+1,707
| +12% | +$211K | 2.68% | 10 |
|
|
2019
Q4 | $1.81M | Buy |
+14,139
| New | +$1.81M | 1.64% | 11 |
|