Arkadios 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 | $638K | Buy |
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2025
Q2 | $480K | Sell |
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2025
Q1 | $500K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $355K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $830K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $24.9K | Sell |
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|
2019
Q4 | $28.6K | Buy |
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