Willingdon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.87M | Buy |
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2019
Q4 | $4.06M | Buy |
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2019
Q3 | $1.65M | Buy |
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2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.41M | Buy |
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2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.33M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $841K | Buy |
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|
2017
Q3 | $746K | Buy |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | $534K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $617K | Sell |
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|
2014
Q4 | $867K | Buy |
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|
2014
Q3 | $797K | Sell |
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|
2014
Q2 | $797K | Sell |
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|
2014
Q1 | $858K | Buy |
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|
2013
Q4 | $812K | Buy |
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