Bartlett & Co Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Hold	148	–	–	﹤0.01%	852
2025 Q4	$16.3K	Sell	148 -1,170	-89%	-$130K	﹤0.01%	857
2025 Q3	$147K	Buy	1,318 +40	+3%	+$4.4K	﹤0.01%	490
2025 Q2	$140K	Buy	1,278 +60	+5%	+$6.44K	﹤0.01%	487
2025 Q1	$132K	Sell	1,218 -10	-0.8%	-$1.08K	﹤0.01%	500
2024 Q4	$131K	Sell	1,228 -247	-17%	-$27K	﹤0.01%	506
2024 Q3	$167K	Sell	1,475 -26	-2%	-$2.88K	﹤0.01%	472
2024 Q2	$161K	Buy	1,501 +30	+2%	+$3.2K	﹤0.01%	464
2024 Q1	$160K	Sell	1,471 -484	-25%	-$52.6K	﹤0.01%	487
2023 Q4	$217K	Hold	1,955	–	–	﹤0.01%	460
2023 Q3	$199K	Sell	1,955 -20	-1%	-$2.11K	﹤0.01%	445
2023 Q2	$214K	Buy	1,975 +462	+31%	+$50K	﹤0.01%	444
2023 Q1	$166K	Sell	1,513 -116	-7%	-$12.6K	﹤0.01%	400
2022 Q4	$172K	Sell	1,629 -813	-33%	-$85.1K	﹤0.01%	405
2022 Q3	$250K	Buy	2,442 +27	+1%	+$2.98K	0.01%	346
2022 Q2	$266K	Hold	2,415	–	–	0.01%	338
2022 Q1	$292K	Sell	2,415 -705	-23%	-$87.9K	0.01%	348
2021 Q4	$413K	Sell	3,120 -295	-9%	-$39.2K	0.01%	316
2021 Q3	$454K	Hold	3,415	–	–	0.01%	266
2021 Q2	$459K	Sell	3,415 -430	-11%	-$56.7K	0.01%	267
2021 Q1	$500K	Buy	3,845 +443	+13%	+$58.9K	0.01%	260
2020 Q4	$470K	Buy	3,402 +34	+1%	+$4.63K	0.01%	260
2020 Q3	$454K	Buy	3,368 +1,000	+42%	+$136K	0.01%	249
2020 Q2	$318K	Sell	2,368 -75	-3%	-$9.75K	0.01%	275
2020 Q1	$302K	Buy	2,443 +513	+27%	+$65.4K	0.01%	265
2019 Q4	$247K	Hold	1,930	–	–	0.01%	311
2019 Q3	$246K	Hold	1,930	–	–	0.01%	302
2019 Q2	$240K	Buy	1,930 +40	+2%	+$4.8K	0.01%	245
2019 Q1	$225K	Sell	1,890 -375	-17%	-$43.4K	0.01%	245
2018 Q4	$256K	Buy	2,265 +850	+60%	+$95.6K	0.01%	234
2018 Q3	$163K	Hold	1,415	–	–	0.01%	275
2018 Q2	$162K	Hold	1,415	–	–	0.01%	269
2018 Q1	$166K	Buy	+1,415	New	+$167K	0.01%	265