Wintrust Investments’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
Q4 | $20K | Sell |
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2024
Q3 | $33K | Sell |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $2.96M | Sell |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.26M | Buy |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $3.27M | Buy |
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|
2019
Q4 | $3.21M | Buy |
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|
2019
Q3 | $3.17M | Buy |
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|
2019
Q2 | $3M | Buy |
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|
2019
Q1 | $2.7M | Sell |
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|
2018
Q4 | $2.58M | Sell |
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|
2018
Q3 | $3.19M | Sell |
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|
2018
Q2 | $3.48M | Buy |
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|
2018
Q1 | $956K | Buy |
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|
2017
Q4 | $615K | Sell |
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|
2017
Q3 | $619K | Sell |
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|
2017
Q2 | $635K | Sell |
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|
2017
Q1 | $721K | Buy |
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|
2016
Q4 | $677K | Sell |
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|
2016
Q3 | $795K | Buy |
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|
2016
Q2 | $39K | Buy |
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