Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
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2025
Q2 | $206K | Sell |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83K | Sell |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $98K | Buy |
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