Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.2M | Buy |
|
|||||
|
2020
Q2 | $1.62M | Sell |
|
|||||
|
2020
Q1 | $2.67M | Buy |
|
|||||
|
2019
Q4 | $1.36M | Buy |
|
|||||
|
2019
Q3 | $935K | Sell |
|
|||||
|
2019
Q2 | $960K | Sell |
|
|||||
|
2019
Q1 | $998K | Sell |
|
|||||
|
2018
Q4 | $1M | Buy |
|
|||||
|
2018
Q3 | $986K | Sell |
|
|||||
|
2018
Q2 | $984K | Sell |
|
|||||
|
2018
Q1 | $1.1M | Sell |
|
|||||
|
2017
Q4 | $1.42M | Buy |
|
|||||
|
2017
Q3 | $1.25M | Sell |
|
|||||
|
2017
Q2 | $1.38M | Buy |
|
|||||
|
2017
Q1 | $12K | Sell |
|
|||||
|
2016
Q4 | $14K | Sell |
|
|||||
|
2016
Q3 | $19K | Buy |
|
|||||
|
2016
Q2 | $14K | Sell |
|
|||||
|
2016
Q1 | $74K | Hold |
|
|||||
|
2015
Q4 | $71K | Buy |
|