Beaird Harris 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 | $22.1K | Hold |
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|
2025
Q2 | $21.7K | Hold |
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2025
Q1 | $21.5K | Sell |
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|
2024
Q4 | $35.9K | Hold |
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|
2024
Q3 | $38K | Hold |
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|
2024
Q2 | $36K | Hold |
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|
2024
Q1 | $36.6K | Hold |
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|
2023
Q4 | $37.2K | Hold |
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|
2023
Q3 | $34.3K | Hold |
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|
2023
Q2 | $36.3K | Hold |
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|
2023
Q1 | $36.8K | Hold |
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|
2022
Q4 | $35.4K | Sell |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $100K | Buy |
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