Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $15M | Buy |
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2023
Q4 | $12.6M | Buy |
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2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $9.85M | Buy |
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|
2023
Q1 | $8.77M | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $658K | Hold |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $667K | Sell |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $637K | Hold |
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|
2020
Q3 | $622K | Sell |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $645K | Sell |
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|
2019
Q3 | $657K | Sell |
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|
2019
Q2 | $647K | Sell |
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|
2019
Q1 | $649K | Sell |
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|
2018
Q4 | $942K | Buy |
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|
2018
Q3 | $904K | Buy |
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