Windsor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.3M | Sell |
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|
2021
Q4 | $4.96M | Buy |
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2021
Q3 | $4.92M | Buy |
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|
2021
Q2 | $4.77M | Buy |
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $3.93M | Buy |
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|
2020
Q3 | $3.77M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $3.13M | Sell |
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|
2019
Q4 | $3.25M | Buy |
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|
2019
Q3 | $3.13M | Sell |
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|
2019
Q2 | $3.6M | Sell |
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|
2019
Q1 | $3.96M | Sell |
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|
2018
Q4 | $3.92M | Sell |
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|
2018
Q3 | $4.35M | Sell |
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|
2018
Q2 | $4.51M | Buy |
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|
2018
Q1 | $4.62M | Sell |
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|
2017
Q4 | $5.31M | Buy |
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|
2017
Q3 | $4.87M | Hold |
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|
2017
Q2 | $4.87M | Buy |
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|
2017
Q1 | $4.69M | Buy |
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|
2016
Q4 | $4.62M | Buy |
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|
2016
Q3 | $4.71M | Buy |
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|
2016
Q2 | $4.56M | Buy |
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|
2016
Q1 | $4.09M | Buy |
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|
2015
Q4 | $3.72M | Sell |
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|
2015
Q3 | $3.82M | Sell |
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|
2015
Q2 | $4M | Sell |
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|
2015
Q1 | $4.28M | Sell |
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|
2014
Q4 | $4.22M | Sell |
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|
2014
Q3 | $4.37M | Buy |
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|
2014
Q2 | $4.29M | Sell |
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|
2014
Q1 | $4.26M | Buy |
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|
2013
Q4 | $4.11M | Sell |
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|
2013
Q3 | $4.64M | Buy |
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|
2013
Q2 | $4.38M | Buy |
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