Atticus Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $45.4K | Buy |
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2024
Q3 | $47.3K | Buy |
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2024
Q2 | $44.4K | Buy |
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|
2024
Q1 | $44.6K | Sell |
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|
2023
Q4 | $51.7K | Sell |
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|
2023
Q3 | $103K | Sell |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $133K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $7.72M | Buy |
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|
2021
Q1 | $6.8M | Buy |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $333K | Sell |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $921K | Buy |
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|
2019
Q4 | $479K | Buy |
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