Bogart Wealth LLC’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 | $33.2K | Buy |
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|
2025
Q2 | $32.6K | Sell |
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2025
Q1 | $54.7K | Buy |
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|
2024
Q4 | $26.5K | Hold |
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|
2024
Q3 | $28K | Buy |
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|
2024
Q2 | $21.7K | Hold |
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|
2024
Q1 | $22.1K | Hold |
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|
2023
Q4 | $22.5K | Sell |
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|
2023
Q3 | $28.1K | Sell |
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|
2023
Q2 | $43.5K | Buy |
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|
2023
Q1 | $44K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $7K | Buy |
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