Atria Wealth Solutions’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 | $6.01M | Sell |
|
|||||
|
2025
Q1 | $14M | Sell |
|
|||||
|
2024
Q4 | $20M | Sell |
|
|||||
|
2024
Q3 | $28.5M | Sell |
|
|||||
|
2024
Q2 | $28.6M | Sell |
|
|||||
|
2024
Q1 | $30.8M | Sell |
|
|||||
|
2023
Q4 | $35.7M | Buy |
|
|||||
|
2023
Q3 | $27.1M | Buy |
|
|||||
|
2023
Q2 | $23M | Buy |
|
|||||
|
2023
Q1 | $23M | Sell |
|
|||||
|
2022
Q4 | $22.6M | Buy |
|
|||||
|
2022
Q3 | $19.9M | Buy |
|
|||||
|
2022
Q2 | $14.2M | Sell |
|
|||||
|
2022
Q1 | $16.8M | Buy |
|