Avidian Wealth Enterprises’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 | $525K | Buy |
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2025
Q1 | $409K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $3.23M | Sell |
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|
2020
Q3 | $3.17M | Buy |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $437K | Sell |
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|
2019
Q1 | $488K | Sell |
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|
2018
Q4 | $5.82M | Buy |
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|
2018
Q3 | $5.64M | Sell |
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|
2018
Q2 | $6.2M | Buy |
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|
2018
Q1 | $6.18M | Buy |
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|
2017
Q4 | $6.12K | Buy |
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|
2017
Q3 | $4.74M | Sell |
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|
2017
Q2 | $5.01M | Buy |
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|
2017
Q1 | $4.64M | Buy |
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|
2016
Q4 | $694K | Buy |
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|
2016
Q3 | $577K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $387K | Buy |
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