Bellwether 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 | – | Sell |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $162K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $2.16M | Hold |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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