Whitegate Investment Counselors’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
Sell
-1,779
Closed -$210K 175
2017
Q1
$210K Sell
1,779
-165
-8% -$19.5K 0.05% 168
2016
Q4
$228K Buy
+1,944
New +$228K 0.06% 150