WealthSource Partners’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
Q4 | $3.86M | Sell |
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2023
Q3 | $3.6M | Sell |
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|
2023
Q2 | $4.51M | Buy |
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|
2023
Q1 | $4.11M | Buy |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $20.2M | Sell |
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|
2020
Q3 | $32.4M | Buy |
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|
2020
Q2 | $30.4M | Buy |
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|
2020
Q1 | $3.45M | Sell |
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|
2019
Q4 | $9.83M | Sell |
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|
2019
Q3 | $11.2M | Buy |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $9.04M | Sell |
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|
2018
Q4 | $8.81M | Sell |
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|
2018
Q3 | $9.29M | Sell |
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|
2018
Q2 | $9.34M | Buy |
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|
2018
Q1 | $9.55M | Sell |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $9.95M | Buy |
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|
2017
Q2 | $9.51M | Buy |
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|
2017
Q1 | $8.56M | Buy |
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|
2016
Q4 | $7.71M | Sell |
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|
2016
Q3 | $8.59M | Sell |
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|
2016
Q2 | $8.8M | Buy |
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|
2016
Q1 | $7.18M | Buy |
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