Ballast 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
Q3 | $26.8K | Sell |
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|
2025
Q2 | $40K | Hold |
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|
2025
Q1 | $39.7K | Buy |
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|
2024
Q4 | $14.3K | Hold |
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|
2024
Q3 | $15.1K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14.6K | Hold |
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|
2023
Q4 | $14.8K | Sell |
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|
2023
Q3 | $17.8K | Sell |
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|
2023
Q2 | $67.7K | Hold |
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|
2023
Q1 | $68.6K | Hold |
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|
2022
Q4 | $66K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $69K | Sell |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $123K | Sell |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $170K | Hold |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $158K | Buy |
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