Aquire 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 | $241K | Sell |
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2025
Q2 | $248K | Sell |
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2025
Q1 | $249K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $519K | Buy |
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