Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $270M | Buy |
2,348,437
+152,244
| +7% | +$17.5M | 2.61% | 12 |
|
|
2018
Q2 | $252M | Buy |
2,196,193
+216,173
| +11% | +$24.8M | 2.57% | 13 |
|
|
2018
Q1 | $232M | Buy |
1,980,020
+270,131
| +16% | +$31.7M | 2.36% | 13 |
|
|
2017
Q4 | $208M | Buy |
1,709,889
+164,691
| +11% | +$20M | 2.31% | 14 |
|
|
2017
Q3 | $187M | Buy |
1,545,198
+171,814
| +13% | +$20.8M | 2.42% | 12 |
|
|
2017
Q2 | $166M | Buy |
1,373,384
+192,005
| +16% | +$23.1M | 2.48% | 12 |
|
|
2017
Q1 | $139M | Buy |
1,181,379
+204,424
| +21% | +$24.1M | 2.48% | 12 |
|
|
2016
Q4 | $114M | Buy |
976,955
+98,262
| +11% | +$11.5M | 2.52% | 13 |
|
|
2016
Q3 | $108M | Buy |
878,693
+123,935
| +16% | +$15.3M | 2.57% | 12 |
|
|
2016
Q2 | $92.6M | Buy |
754,758
+123,078
| +19% | +$15.1M | 2.55% | 12 |
|
|
2016
Q1 | $75.1M | Buy |
631,680
+87,883
| +16% | +$10.4M | 2.37% | 13 |
|
|
2015
Q4 | $62M | Buy |
543,797
+62,126
| +13% | +$7.08M | 2.23% | 12 |
|
|
2015
Q3 | $55.9M | Buy |
481,671
+68,109
| +16% | +$7.91M | 2.24% | 11 |
|
|
2015
Q2 | $47.9M | Buy |
413,562
+72,325
| +21% | +$8.37M | 1.97% | 12 |
|
|
2015
Q1 | $41.5M | Buy |
341,237
+62,926
| +23% | +$7.66M | 2% | 12 |
|
|
2014
Q4 | $33.2M | Buy |
278,311
+48,140
| +21% | +$5.75M | 1.94% | 11 |
|
|
2014
Q3 | $27.2M | Buy |
230,171
+61,502
| +36% | +$7.27M | 1.88% | 10 |
|
|
2014
Q2 | $19.9M | Buy |
168,669
+44,808
| +36% | +$5.28M | 1.72% | 9 |
|
|
2014
Q1 | $14.4M | Buy |
+123,861
| New | +$14.4M | 1.8% | 8 |
|