Bartlett & Co 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 | $147K | Buy |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $167K | Sell |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $166K | Sell |
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $225K | Sell |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $163K | Hold |
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|
2018
Q2 | $162K | Hold |
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|
2018
Q1 | $166K | Buy |
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