Berkeley Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Berkeley Capital Partners’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
2025 Q2	$1.95M	Sell
2025 Q1	$1.93M	Sell
2024 Q4	$1.9M	Buy
2024 Q3	$2M	Sell
2024 Q2	$1.92M	Buy
2024 Q1	$1.95M	Sell
2023 Q4	$1.99M	Buy
2023 Q1	–	Sell
2022 Q4	$18M	Buy
2016 Q1	–	Sell
2015 Q4	$613K	Buy