Adaptive Financial Consulting’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
Q2 | $680K | Sell |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $582K | Buy |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $538K | Sell |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $469K | Buy |
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