WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $996K | Buy |
8,262
+5,233
| +173% | +$631K | 0.23% | 109 |
|
|
2017
Q1 | $357K | Sell |
3,029
-5,214
| -63% | -$615K | 0.1% | 228 |
|
|
2016
Q4 | $966K | Buy |
8,243
+7,598
| +1,178% | +$890K | 0.24% | 106 |
|
|
2016
Q3 | $79K | Buy |
645
+1
| +0.2% | +$122 | 0.02% | 586 |
|
|
2016
Q2 | $79K | Sell |
644
-6
| -0.9% | -$736 | 0.02% | 565 |
|
|
2016
Q1 | $77K | Buy |
650
+29
| +5% | +$3.44K | 0.02% | 545 |
|
|
2015
Q4 | $71K | Buy |
621
+87
| +16% | +$9.95K | 0.02% | 558 |
|
|
2015
Q3 | $62K | Sell |
534
-648
| -55% | -$75.2K | 0.02% | 579 |
|
|
2015
Q2 | $137K | Sell |
1,182
-732
| -38% | -$84.8K | 0.04% | 449 |
|
|
2015
Q1 | $233K | Sell |
1,914
-811
| -30% | -$98.7K | 0.07% | 316 |
|
|
2014
Q4 | $325K | Sell |
2,725
-279
| -9% | -$33.3K | 0.07% | 318 |
|
|
2014
Q3 | $355K | Sell |
3,004
-3,558
| -54% | -$420K | 0.07% | 325 |
|
|
2014
Q2 | $783K | Buy |
6,562
+3,618
| +123% | +$432K | 0.15% | 174 |
|
|
2014
Q1 | $344K | Sell |
2,944
-3,583
| -55% | -$419K | 0.07% | 321 |
|
|
2013
Q4 | $745K | Sell |
6,527
-886
| -12% | -$101K | 0.11% | 221 |
|
|
2013
Q3 | $842K | Sell |
7,413
-2,984
| -29% | -$339K | 0.13% | 188 |
|
|
2013
Q2 | $1.18M | Buy |
+10,397
| New | +$1.18M | 0.2% | 132 |
|