Avaii 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
Q3 | $310K | Sell |
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2025
Q2 | $306K | Sell |
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2025
Q1 | $304K | Sell |
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2024
Q4 | $567K | Buy |
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2024
Q3 | $504K | Buy |
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|
2024
Q2 | $427K | Buy |
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2024
Q1 | $420K | Sell |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $642K | Sell |
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2023
Q2 | $687K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $430K | Buy |
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