Berkshire Asset 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 | $275K | Buy |
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|
2025
Q2 | $220K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $215K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $573K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $531K | Buy |
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|
2018
Q4 | $503K | Buy |
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|
2018
Q3 | $402K | Buy |
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|
2018
Q2 | $394K | Sell |
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|
2018
Q1 | $501K | Buy |
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|
2017
Q4 | $429K | Hold |
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|
2017
Q3 | $428K | Hold |
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|
2017
Q2 | $425K | Hold |
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|
2017
Q1 | $416K | Buy |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $535K | Sell |
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|
2016
Q2 | $612K | Hold |
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|
2016
Q1 | $592K | Hold |
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|
2015
Q4 | $568K | Hold |
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|
2015
Q3 | $578K | Hold |
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|
2015
Q2 | $577K | Hold |
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|
2015
Q1 | $606K | Buy |
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|
2014
Q4 | $543K | Hold |
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|
2014
Q3 | $538K | Sell |
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|
2014
Q2 | $757K | Hold |
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|
2014
Q1 | $743K | Hold |
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|
2013
Q4 | $725K | Buy |
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|
2013
Q3 | $391K | Hold |
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|
2013
Q2 | $392K | Buy |
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