Atlas Private 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
Q2 | $444K | Sell |
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2025
Q1 | $481K | Sell |
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2024
Q4 | $477K | Sell |
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2024
Q3 | $736K | Sell |
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2024
Q2 | $743K | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $845K | Sell |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $623K | Sell |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $901K | Sell |
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|
2021
Q3 | $906K | Sell |
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|
2021
Q2 | $945K | Sell |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $959K | Sell |
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|
2020
Q3 | $975K | Buy |
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|
2020
Q2 | $956K | Buy |
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