WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.37M | Sell |
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2023
Q2 | $2.12M | Sell |
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2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $5.51M | Sell |
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2022
Q1 | $6.56M | Sell |
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|
2021
Q4 | $7.77M | Sell |
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|
2021
Q3 | $9.24M | Buy |
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|
2021
Q2 | $8.98M | Sell |
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|
2021
Q1 | $8.85M | Sell |
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|
2020
Q4 | $9.49M | Sell |
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|
2020
Q3 | $9.8M | Buy |
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|
2020
Q2 | $9.17M | Sell |
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|
2020
Q1 | $8.57M | Sell |
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|
2019
Q4 | $9.15M | Sell |
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|
2019
Q3 | $9.47M | Buy |
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|
2019
Q2 | $9.16M | Buy |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $6.91M | Buy |
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