BCS 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
Q1 | – | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $233K | Buy |
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