Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $36K | Hold |
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2021
Q4 | $40K | Hold |
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|
2021
Q3 | $40K | Sell |
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2021
Q2 | $268K | Sell |
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|
2021
Q1 | $4.68M | Buy |
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|
2020
Q4 | $4.11M | Buy |
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2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $1.99M | Sell |
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|
2019
Q4 | $2.22M | Buy |
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|
2019
Q3 | $998K | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $1.93M | Sell |
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|
2018
Q3 | $2.22M | Buy |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $2.26M | Buy |
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|
2017
Q4 | $2.24M | Buy |
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