Berkshire Money 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 | – | Sell |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $39.8M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $18.8M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $490K | Sell |
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|
2018
Q2 | $537K | Sell |
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|
2018
Q1 | $676K | Sell |
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|
2017
Q4 | $14.4M | Sell |
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|
2017
Q3 | $14.5M | Sell |
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|
2017
Q2 | $14.8M | Sell |
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|
2017
Q1 | $14.7M | Sell |
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|
2016
Q4 | $15M | Buy |
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|
2016
Q3 | $15.2M | Buy |
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|
2016
Q2 | $14.3M | Buy |
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|
2016
Q1 | $3.16M | Buy |
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|
2015
Q4 | $2.9M | Sell |
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|
2015
Q3 | $4.85M | Buy |
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|
2015
Q2 | $4.59M | Sell |
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|
2015
Q1 | $5.12M | Buy |
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|
2014
Q4 | $4.64M | Buy |
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