White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,743
| Closed | -$339K | – | 113 |
|
|
2020
Q1 | $339K | Sell |
2,743
-1,890
| -41% | -$234K | 0.14% | 88 |
|
|
2019
Q4 | $593K | Sell |
4,633
-5,041
| -52% | -$645K | 0.22% | 73 |
|
|
2019
Q3 | $1.23M | Sell |
9,674
-1,762
| -15% | -$225K | 0.5% | 43 |
|
|
2019
Q2 | $1.42M | Sell |
11,436
-413
| -3% | -$51.4K | 0.59% | 42 |
|
|
2019
Q1 | $1.41M | Sell |
11,849
-1,003
| -8% | -$119K | 0.65% | 40 |
|
|
2018
Q4 | $1.45M | Sell |
12,852
-1,075
| -8% | -$121K | 0.8% | 34 |
|
|
2018
Q3 | $1.6M | Sell |
13,927
-355
| -2% | -$40.8K | 0.82% | 30 |
|
|
2018
Q2 | $1.64M | Sell |
14,282
-1,889
| -12% | -$216K | 0.9% | 27 |
|
|
2018
Q1 | $1.9M | Sell |
16,171
-453
| -3% | -$53.2K | 1.09% | 23 |
|
|
2017
Q4 | $2.02M | Buy |
+16,624
| New | +$2.02M | 1.16% | 20 |
|